diff --git a/landing/lenses/000010.json b/landing/lenses/000010.json index eae63665427d7d8d604497fec04234a01021e9e3..cc0a8b89ba0de4b57908cb63950bed93a34f8b42 100644 --- a/landing/lenses/000010.json +++ b/landing/lenses/000010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000020.json b/landing/lenses/000020.json index edff3dcf05a9ec6ba6f45ee785f1f83127dea029..e890996d3b8dcc4732a7d75a1f0022997ef5260d 100644 --- a/landing/lenses/000020.json +++ b/landing/lenses/000020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1262,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000030.json b/landing/lenses/000030.json index 98f6c9ef3b901dfb8563816c9f11b1581ae2d918..3e029fef3b22269e8a553fb0fdd223b15e91f41c 100644 --- a/landing/lenses/000030.json +++ b/landing/lenses/000030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000040.json b/landing/lenses/000040.json index d53077ce196244f0f41dd452ff07a32fb16e1f2c..7f65886178eb38e377dcbf6f4bef51e420e8488c 100644 --- a/landing/lenses/000040.json +++ b/landing/lenses/000040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1193,8 +1193,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1218,10 +1218,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000050.json b/landing/lenses/000050.json index 315b456d1ad9464f661db0ee7b04902ba63aad4e..69b410b70e2d2007e4d35970e077e94b09f02c3e 100644 --- a/landing/lenses/000050.json +++ b/landing/lenses/000050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000060.json b/landing/lenses/000060.json index 2dcc6cab68257b6ca930cda6828c0f4930290add..893623b27ea9cf828cf7a4ccaee7ebc9dcd1d15e 100644 --- a/landing/lenses/000060.json +++ b/landing/lenses/000060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -672,14 +672,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -794,10 +794,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -833,7 +833,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -965,8 +965,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -990,10 +990,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1008,10 +1008,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1022,7 +1022,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1046,7 +1046,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000070.json b/landing/lenses/000070.json index 72221141bb510862d2dfab9fe93c691e6df631e3..09352cced3a4be721e7dca851d7c8ada5fc7d394 100644 --- a/landing/lenses/000070.json +++ b/landing/lenses/000070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -784,14 +784,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -957,7 +957,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -977,8 +977,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1091,10 +1091,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1112,8 +1112,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000080.json b/landing/lenses/000080.json index 6a34213b65510ad96131e5945710985d54ece88a..2ca6ce5c8a1dd4d2dfb4b0d682dd9b4b275ce218 100644 --- a/landing/lenses/000080.json +++ b/landing/lenses/000080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000100.json b/landing/lenses/000100.json index bfc0d6f97ab6047d07c966160bc7e74cae2e74ad..13a8dea7271ac4758b6161a2557ff76e585668ab 100644 --- a/landing/lenses/000100.json +++ b/landing/lenses/000100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:97852291d89f", + "target": "000100", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000110.json b/landing/lenses/000110.json index e9cc83db8947a00eb9f26bd0d2dca77225dd206c..48df186a6a456a440b9e892fd37b60e5420e765b 100644 --- a/landing/lenses/000110.json +++ b/landing/lenses/000110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000120.json b/landing/lenses/000120.json index fd9d9d55fdac37ef8eea2fda1070833babf3e180..2f3c221cca35a16d3a1fef5f9b163ecb9b52f3cb 100644 --- a/landing/lenses/000120.json +++ b/landing/lenses/000120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ }, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.28%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,10 +1303,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1357,7 +1357,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1681,7 +1681,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1703,7 +1703,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1721,8 +1721,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/000140.json b/landing/lenses/000140.json index 7a023b4aeed77080769ad3ba2c58e0e65d82398a..e787c20878203a72d84c59d2585bf63679eb91d6 100644 --- a/landing/lenses/000140.json +++ b/landing/lenses/000140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -847,14 +847,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1002,7 +1002,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1170,8 +1170,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1213,10 +1213,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000150.json b/landing/lenses/000150.json index 1c88caf95751c0f35f0d948f02216cef795f9fbb..de1777b8f96f4b290cbabe3354f35051e8e361c8 100644 --- a/landing/lenses/000150.json +++ b/landing/lenses/000150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000180.json b/landing/lenses/000180.json index 46cf3ff542599c84efd026c70cf5917d3fd26d03..9e9ce72107f4b930c342b699b23b23389643602e 100644 --- a/landing/lenses/000180.json +++ b/landing/lenses/000180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.57%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,15 +1061,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1262,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,8 +1467,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0001A0.json b/landing/lenses/0001A0.json index d7a33fc536049c8e6cb911921d87ac2e30ab299f..ce07d1516901639cd7281018589b36ab80108051 100644 --- a/landing/lenses/0001A0.json +++ b/landing/lenses/0001A0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000210.json b/landing/lenses/000210.json index 06108dd67eaf26361a76d06585bd901363a92660..e92299afa17d0baa883b0f28ffe2dcda088e760c 100644 --- a/landing/lenses/000210.json +++ b/landing/lenses/000210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000220.json b/landing/lenses/000220.json index a9b387ab41a583a2297833db80923db82e8a6157..d5e0b01a039508a5e1f26a81181ea1c7a885eb3a 100644 --- a/landing/lenses/000220.json +++ b/landing/lenses/000220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -899,7 +899,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1193,13 +1193,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1242,8 +1242,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000230.json b/landing/lenses/000230.json index 9b70683974219d1d6aeec8323656a1ee865f52aa..f21bd843a9408bf7a00a4ed70c0a48f3017f971f 100644 --- a/landing/lenses/000230.json +++ b/landing/lenses/000230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 8.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 8.81%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1567,7 +1567,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1589,7 +1589,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1607,15 +1607,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/000240.json b/landing/lenses/000240.json index dc104a1027ce0f3b1d88e5a032c27652e61898f9..8e34c7b33a982a49ca210afdf048e3ac629c2552 100644 --- a/landing/lenses/000240.json +++ b/landing/lenses/000240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1103,8 +1103,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000250.json b/landing/lenses/000250.json index ea3fe8a9b8f52c630f669e1856154684a86523e8..5eb030ed78cf1fbdff5531e20abf65b6b17f40d3 100644 --- a/landing/lenses/000250.json +++ b/landing/lenses/000250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 8.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000270.json b/landing/lenses/000270.json index 046af071ac4f89d2546b02c795d58f2a05cfc395..179b1ec6ca419876af53926638a960e79f8974cb 100644 --- a/landing/lenses/000270.json +++ b/landing/lenses/000270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1242,8 +1242,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000300.json b/landing/lenses/000300.json index c94ab53a54497b14f38204e0138ea2318bbab331..92c65032a3b6efe550f93926a86d2fb341c35ea9 100644 --- a/landing/lenses/000300.json +++ b/landing/lenses/000300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1179,8 +1179,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000320.json b/landing/lenses/000320.json index fb10409f7bb8c93d46fd9abf4ffadcaeee74a2bd..d06433d704e16ebd9b0a071f66b1abada1492a62 100644 --- a/landing/lenses/000320.json +++ b/landing/lenses/000320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -946,8 +946,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -999,10 +999,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1114,8 +1114,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000370.json b/landing/lenses/000370.json index d5fd4f251c536301e77ecf65031e7f9f774d1f8c..1b976b1038ce24e7c7a9c42eb6cc4d14e7832865 100644 --- a/landing/lenses/000370.json +++ b/landing/lenses/000370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -293,13 +293,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -481,14 +481,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -636,8 +636,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -689,10 +689,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -702,7 +702,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -804,8 +804,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -829,10 +829,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -847,10 +847,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -861,7 +861,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -869,7 +869,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000390.json b/landing/lenses/000390.json index 93790508191f92c2a6e9e759b8e83a62b733b2a6..c663160cc856d7d8bb5ce2e4bbd1e86ce24899f3 100644 --- a/landing/lenses/000390.json +++ b/landing/lenses/000390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1594,88 +1594,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8e9ba60f4cf9", - "target": "000390", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000400.json b/landing/lenses/000400.json index 7eea8e6ed433ff9df55a9fce3d16f6a956daa650..5e55fa9f4ca53a97c53a7b6eaca888eb97151382 100644 --- a/landing/lenses/000400.json +++ b/landing/lenses/000400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -622,8 +622,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -653,10 +653,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -764,8 +764,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000430.json b/landing/lenses/000430.json index a67dc41022f486de9272e680730a97a86864a735..b1a47579d66a342d621f8c6fa3025d4cd8d6048b 100644 --- a/landing/lenses/000430.json +++ b/landing/lenses/000430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1212,13 +1212,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000440.json b/landing/lenses/000440.json index d5152e4bd9311d9a6c44669c2c555c06e0a3a91b..77799051d2f0773fa11ff7cc3d05be5f83284a4b 100644 --- a/landing/lenses/000440.json +++ b/landing/lenses/000440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 7.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 8.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000480.json b/landing/lenses/000480.json index 99e60ed9c5af64406a2eb8f3ba7b7e87f5491ca8..7f868e6db9afe51ba7ddba490ff2176b3f254c41 100644 --- a/landing/lenses/000480.json +++ b/landing/lenses/000480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1263,8 +1263,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000490.json b/landing/lenses/000490.json index ca9523bdbb338285933758ce30341172a5310a19..62565b3f5e9cfaa9eaad36bf6a11c9c903cd0ca7 100644 --- a/landing/lenses/000490.json +++ b/landing/lenses/000490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0004V0.json b/landing/lenses/0004V0.json index b5026ae73ba7a037140c21a9a2a5fd4786950450..c60455838edfd66522cd45adefbe9188220ff2a1 100644 --- a/landing/lenses/0004V0.json +++ b/landing/lenses/0004V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -753,8 +753,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0004Y0.json b/landing/lenses/0004Y0.json index db0b0dad6c96d02b269de69e1310d19f4e3c15ba..387413c61f37a50f0a386571ad9c9b627513c4b6 100644 --- a/landing/lenses/0004Y0.json +++ b/landing/lenses/0004Y0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000500.json b/landing/lenses/000500.json index 8402c7065b46ffa6eb186788f868d21533a0a251..0d98e5b950aa4474c82df94232020684b879f70e 100644 --- a/landing/lenses/000500.json +++ b/landing/lenses/000500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000520.json b/landing/lenses/000520.json index 7938a0de6fa476d26541b745bf3e75d709b9e362..d3375d39d504208db2a26aa4d53aab3399b2637d 100644 --- a/landing/lenses/000520.json +++ b/landing/lenses/000520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,88 +1558,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4d51f7e2cdb1", - "target": "000520", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000540.json b/landing/lenses/000540.json index ab390430773b5d981908e0739bd6137946f02068..60c5622d337f5160b47618579eb809349547ba43 100644 --- a/landing/lenses/000540.json +++ b/landing/lenses/000540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -622,8 +622,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -653,10 +653,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -764,8 +764,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000590.json b/landing/lenses/000590.json index cb632ea2b5284904a166ffe962efee1ca2209993..aaa5fe0df6ac4a4194a99496dcda442b6757789d 100644 --- a/landing/lenses/000590.json +++ b/landing/lenses/000590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,8 +1101,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000640.json b/landing/lenses/000640.json index bacea7d0a029eeb32429a977d3016b7987201ff2..e9d11078c3646fc891551a622be55c0dea4f7ecd 100644 --- a/landing/lenses/000640.json +++ b/landing/lenses/000640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -478,13 +478,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -633,14 +633,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -760,19 +760,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -793,8 +793,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -806,7 +806,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -826,8 +826,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -839,17 +839,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -859,7 +859,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -884,7 +884,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -912,13 +912,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -927,7 +927,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -940,10 +940,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -961,8 +961,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -982,7 +982,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -990,7 +990,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000650.json b/landing/lenses/000650.json index a595a08e42ba9f640ff8651f59f004629882ecbf..41555db45812ac796fff04dc3b23147f9ac777d0 100644 --- a/landing/lenses/000650.json +++ b/landing/lenses/000650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -997,7 +997,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1041,7 +1041,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1139,8 +1139,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000660.json b/landing/lenses/000660.json index d000f72ae16f1781b1acb766237bb2bfcab7e52d..f157a7ae0998249eb318c6bba16e148e59d4fb77 100644 --- a/landing/lenses/000660.json +++ b/landing/lenses/000660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000670.json b/landing/lenses/000670.json index 0d985af9f8c2b9ccc2c2985ec006853408259afc..3ba331aa50eaa9e2c56746538dbe6b43a31d02ee 100644 --- a/landing/lenses/000670.json +++ b/landing/lenses/000670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1262,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000680.json b/landing/lenses/000680.json index aa26330b0cd6c4d0a436b409ccc4eddc6b7dee66..074ad95238ee990ecfef5f6457d2dfd630ee5240 100644 --- a/landing/lenses/000680.json +++ b/landing/lenses/000680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000700.json b/landing/lenses/000700.json index 96481da0595202ce0f4e77e449ec07a0c6b53bfd..2fc5fae04e54b6f414a076024dcc947ecf2b9c62 100644 --- a/landing/lenses/000700.json +++ b/landing/lenses/000700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000720.json b/landing/lenses/000720.json index 9d87b95ef83d433a8566ac10f209c8acd3a768d0..7b5fc1303f1082173447db7baa1f2ae13e11078f 100644 --- a/landing/lenses/000720.json +++ b/landing/lenses/000720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000760.json b/landing/lenses/000760.json index b72c57d8f71cafb07fc4ac3dcb4fe6e6ebe39fd6..23a3eaa03c4738dea3143e38692ee7c9eca99f54 100644 --- a/landing/lenses/000760.json +++ b/landing/lenses/000760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0007C0.json b/landing/lenses/0007C0.json index dcbef6b6aca47e151530022b57be10dff511b231..7dbd5d205202fc5b54a7ccc19ec65b3d55eaff3b 100644 --- a/landing/lenses/0007C0.json +++ b/landing/lenses/0007C0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0007J0.json b/landing/lenses/0007J0.json index 889c54cc1f46b79e0dd27510128be0e551e6fd36..745161060eef856f493ffc3dd1ee1ea99d6122ed 100644 --- a/landing/lenses/0007J0.json +++ b/landing/lenses/0007J0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000800.json b/landing/lenses/000800.json index 2270851083355eae7d5e33d9c362f40f70a529e1..022f25d6c41e3ab5411d185994e1dee073d1c501 100644 --- a/landing/lenses/000800.json +++ b/landing/lenses/000800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1141,8 +1141,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,10 +1166,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1184,10 +1184,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000810.json b/landing/lenses/000810.json index 50a2f24fcfdfcc1e29b48cb6819806dd0f4c9845..45358993f18bef39c985e503abf4e74c8851f834 100644 --- a/landing/lenses/000810.json +++ b/landing/lenses/000810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -670,19 +670,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -703,8 +703,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -749,17 +749,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -822,13 +822,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -837,7 +837,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -871,8 +871,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000850.json b/landing/lenses/000850.json index 33aadabc4bc81517e34ca4048b3de726dd247261..7ea0ab6f00fe8df7370dc8e9f838d988097b7022 100644 --- a/landing/lenses/000850.json +++ b/landing/lenses/000850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000860.json b/landing/lenses/000860.json index 756149efe129f1a2a02cbc03363540390a8d8987..e662b9f2746a6c5998c3bcc8f617634060b437d9 100644 --- a/landing/lenses/000860.json +++ b/landing/lenses/000860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000880.json b/landing/lenses/000880.json index ebfe205ada0983897a92949c106756cbff6b8210..91f9fb3d2dfdb011066d50e6ed993844ca70d75f 100644 --- a/landing/lenses/000880.json +++ b/landing/lenses/000880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000890.json b/landing/lenses/000890.json index 42fd1389c35248d7f374b178ab6c57387836e51b..697459b7b94062e29063169e78e7023e1969349d 100644 --- a/landing/lenses/000890.json +++ b/landing/lenses/000890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0008Z0.json b/landing/lenses/0008Z0.json index edb44fafaea24ab933189a47c9bd344319bfa389..10c82ec830dca4b02d920783382888db6e0e7047 100644 --- a/landing/lenses/0008Z0.json +++ b/landing/lenses/0008Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -753,8 +753,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000910.json b/landing/lenses/000910.json index 8e31500915d4f4697771e4af047daabb53d03ea9..e5cd7cef37453f32425a95f7162718440ce9be0b 100644 --- a/landing/lenses/000910.json +++ b/landing/lenses/000910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1156,8 +1156,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1192,7 +1192,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1248,10 +1248,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1269,8 +1269,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000950.json b/landing/lenses/000950.json index d153a6a6a89600de78bc6e7ddac797c153a9bdcc..1f4e6545cc485ebb0fa29834dab41267ae23651a 100644 --- a/landing/lenses/000950.json +++ b/landing/lenses/000950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1180,8 +1180,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000970.json b/landing/lenses/000970.json index 360f08560caeef40d4167d62368779a5e4e2241e..56af37c1bfd5857e98e8970b0473e48d9782274a 100644 --- a/landing/lenses/000970.json +++ b/landing/lenses/000970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1042,19 +1042,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,17 +1121,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1243,8 +1243,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000990.json b/landing/lenses/000990.json index a17bce0a395dc1222f3c61f3ba1aa49c7cd4e8d3..d39c52c9704abae4fc90b621ba16ef63930b18fe 100644 --- a/landing/lenses/000990.json +++ b/landing/lenses/000990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0009K0.json b/landing/lenses/0009K0.json index 42a6e02cf521763f5f0c49fc072b6759092fcc62..08e47553e70ad2b17ab49b87e8ce8c67ab6e144a 100644 --- a/landing/lenses/0009K0.json +++ b/landing/lenses/0009K0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -611,7 +611,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -753,8 +753,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001000.json b/landing/lenses/001000.json index 55283d62ad17ba2f1a3e0f2a05b5f3fdc4e3a4c8..ef84581f963fb2796efd08654bb5859433826f99 100644 --- a/landing/lenses/001000.json +++ b/landing/lenses/001000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 77.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 87.57%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1214,8 +1214,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001020.json b/landing/lenses/001020.json index f45d0392143efd7eedb3bcc10c422c7e928583bd..570af7e2b45e10b1be93389c6d56336d0abb2bb6 100644 --- a/landing/lenses/001020.json +++ b/landing/lenses/001020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001040.json b/landing/lenses/001040.json index 5e0b1a490fe7a19cd1e6047e3c2d54619a247f46..420f1cd50deb84f08f9954efd8e787cded27ef13 100644 --- a/landing/lenses/001040.json +++ b/landing/lenses/001040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 21.44, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 23.44, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 21.44, + "score": 23.44, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 22.34, + "score": 24.34, "assumptions": { "scenarioStress": "moderate" } @@ -911,12 +911,11 @@ "중대형기업 (매출 45조)", "캡티브금융 별도 D/EBITDA 1.4x (양호)", "시가총액 11조" - ], - "monotonicGate": "A+" + ] }, "divergenceExplanation": [ "유동성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.46%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1260,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001060.json b/landing/lenses/001060.json index 52d783e7e737241954154cd49d62a0aea2909fbc..9bb010765ede6435664605aaf79694e210176b82 100644 --- a/landing/lenses/001060.json +++ b/landing/lenses/001060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001070.json b/landing/lenses/001070.json index 0410bb43f4679cd57593a125153d7c8354ff15a8..ce18e4f4622ad396e85417e6bbba6c3bc45dfd19 100644 --- a/landing/lenses/001070.json +++ b/landing/lenses/001070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001080.json b/landing/lenses/001080.json index ee356c34ec475517250fccd0cac70bd4dc2f6442..b9d6657be02132ffced60fc248f830f454ab75d5 100644 --- a/landing/lenses/001080.json +++ b/landing/lenses/001080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1054,8 +1054,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1075,7 +1075,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1083,7 +1083,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0010F0.json b/landing/lenses/0010F0.json index 21a06c539151579ed11cfa314702495a04eb9372..4df32f53b0f4858636645c3d2f45a1e8d033e246 100644 --- a/landing/lenses/0010F0.json +++ b/landing/lenses/0010F0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -685,8 +685,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -701,10 +701,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -719,10 +719,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -741,7 +741,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -765,7 +765,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0010V0.json b/landing/lenses/0010V0.json index 81c123c1774d11547acce71dbc6e3381e328409a..61219efeabe45f127322cddb2a440e40ec5a8846 100644 --- a/landing/lenses/0010V0.json +++ b/landing/lenses/0010V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -753,8 +753,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001120.json b/landing/lenses/001120.json index dae151c1ade2ff5b0c0e1e00fde4a54af1c2c920..1cb72cff6fd3ab2016c8d3d74f4665d1f0daedfa 100644 --- a/landing/lenses/001120.json +++ b/landing/lenses/001120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1155,10 +1155,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1176,8 +1176,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1400,7 +1400,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1422,7 +1422,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1440,8 +1440,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001130.json b/landing/lenses/001130.json index 333b29bca53ae64d3cfffa8e8d9218d3c80a6605..daf9706b957abdc5ad632011bd3ceee5b53da4ad 100644 --- a/landing/lenses/001130.json +++ b/landing/lenses/001130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001140.json b/landing/lenses/001140.json index c04fd2409b5c4f7ff8512240b596e96f5c42cd82..0fa00714c90b011eb4f83695d5752c5a0277486f 100644 --- a/landing/lenses/001140.json +++ b/landing/lenses/001140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-26", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-26", "period": "2025", "status": "derived", @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-26", "period": "2025", "status": "observed", @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1167,8 +1167,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,10 +1192,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1210,10 +1210,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0011A0.json b/landing/lenses/0011A0.json index 94068e0fa99d1bc06294eb9c1c55d5c9f8667c4f..61aa828afb3fbe494e5b1616b9480ac5882a78e9 100644 --- a/landing/lenses/0011A0.json +++ b/landing/lenses/0011A0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0011T0.json b/landing/lenses/0011T0.json index 22ff45ee3f4251935a5cf8f694ca82d3a4e7877b..3317304af834a79de4eac34aef95af937c0fc0da 100644 --- a/landing/lenses/0011T0.json +++ b/landing/lenses/0011T0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -552,8 +552,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/001200.json b/landing/lenses/001200.json index fb2453898eb4e09cc13b0c7c78332fbf5fd6c420..70706d5591b2327ad9a012218e8877c9febcd0c3 100644 --- a/landing/lenses/001200.json +++ b/landing/lenses/001200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -784,15 +784,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -817,8 +817,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -863,17 +863,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -883,7 +883,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -936,13 +936,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -951,7 +951,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -985,8 +985,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1252,12 +1252,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0bc5d867be4c", + "target": "001200", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.972 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001210.json b/landing/lenses/001210.json index 8980b4db9ee54d964c2394e44f8a54db9f9e08b1..952f54c3acca332c8ae4dc4736196940aae5185c 100644 --- a/landing/lenses/001210.json +++ b/landing/lenses/001210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1173,8 +1173,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,10 +1198,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1216,10 +1216,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001230.json b/landing/lenses/001230.json index 8a8a2daf6d7657b81bac52ef8be30f7857bf04b9..b290b043462df3b6e00d335efc2d56dad02d49ed 100644 --- a/landing/lenses/001230.json +++ b/landing/lenses/001230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -904,19 +904,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -937,8 +937,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,17 +983,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1062,7 +1062,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1071,7 +1071,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,8 +1105,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1342,88 +1342,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:bd731f4b44bd", - "target": "001230", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.578 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001250.json b/landing/lenses/001250.json index e4ee31e025eff14d37928b89e3631eaa0b5e22b1..419782d4d0c10a364e68f11b41b9f2b39c43e521 100644 --- a/landing/lenses/001250.json +++ b/landing/lenses/001250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001260.json b/landing/lenses/001260.json index 69a21ab56f34f4ef111a653076db1d6c0b72d9dc..ea3b91b9071f9d23ce887a31e4874a050fa6e9c3 100644 --- a/landing/lenses/001260.json +++ b/landing/lenses/001260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001270.json b/landing/lenses/001270.json index 1a97638d69710f7be2aed19d1bb996a3843b8805..f4be6ad2c82d8e1541b839ed5a25a16fe68764dc 100644 --- a/landing/lenses/001270.json +++ b/landing/lenses/001270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -750,7 +750,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -918,8 +918,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001290.json b/landing/lenses/001290.json index 2c5c448e490e7087c939d03f2918f8bb400ba48b..ac2d9de65dadacc096b8694c0a06f1379557911a 100644 --- a/landing/lenses/001290.json +++ b/landing/lenses/001290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -351,13 +351,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -457,14 +457,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -584,10 +584,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -617,8 +617,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -630,7 +630,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -650,8 +650,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -670,10 +670,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -683,7 +683,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -708,7 +708,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -764,10 +764,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -785,8 +785,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -806,7 +806,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -814,7 +814,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001340.json b/landing/lenses/001340.json index 0dbd7e69723f95e632df0c3ef4d9215567a1b40e..cb879dfcff3bf4224d98540abeacaa816f72534d 100644 --- a/landing/lenses/001340.json +++ b/landing/lenses/001340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001360.json b/landing/lenses/001360.json index 837aec3226000fd86db3756ae48ae594bb07ad1a..f705fe66930ac15ca61933a4c432d250b0d10c84 100644 --- a/landing/lenses/001360.json +++ b/landing/lenses/001360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9071.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9110.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -999,8 +999,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1012,8 +1012,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,10 +1030,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1043,7 +1043,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1052,7 +1052,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1141,8 +1141,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,10 +1166,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001380.json b/landing/lenses/001380.json index 8b8929bf6a09b858d4a201b4d41cdae8e477b169..02f325bc5fcd5eac2b7f3a86c546785090b83b03 100644 --- a/landing/lenses/001380.json +++ b/landing/lenses/001380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001390.json b/landing/lenses/001390.json index ffa7d48712560e78ae08025eb16ae8705cb23d39..912cae31316c4ba26b62846b91afe3661a936cdd 100644 --- a/landing/lenses/001390.json +++ b/landing/lenses/001390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:41e694b7476a", - "target": "001390", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.749 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0013V0.json b/landing/lenses/0013V0.json index d29c6eacd82872afaffae06ad07be5344148da3b..9674aeedeeb9e796145ce25cc6983fc5bab69109 100644 --- a/landing/lenses/0013V0.json +++ b/landing/lenses/0013V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001420.json b/landing/lenses/001420.json index c38b2a01e8f49215db96103c85fbfdf7a23fed44..d8c728b1488ac52b6e559b465a1ecb06e00a0615 100644 --- a/landing/lenses/001420.json +++ b/landing/lenses/001420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -987,7 +987,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1129,8 +1129,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001430.json b/landing/lenses/001430.json index 66bda121ee054726bd55bc0a97226b339148bc3a..7588803e7395f0f0bb26da00c5de36afc303b558 100644 --- a/landing/lenses/001430.json +++ b/landing/lenses/001430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001440.json b/landing/lenses/001440.json index d145cccb724540755b08a52a05126b21bf873e40..b4a2503f9f7241a96299487da8ad9e49a7f55066 100644 --- a/landing/lenses/001440.json +++ b/landing/lenses/001440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 33.48, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 31.98, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 33.48, + "grade": "dCR-BBB-", + "score": 31.98, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 34.37, + "score": 33.02, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -907,7 +912,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", @@ -926,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001450.json b/landing/lenses/001450.json index 3e906abbfd4baf4c88d3f104e3c3d3fba8a7bf4f..3d4999484174f2d417e613c7525da5f514e8e853 100644 --- a/landing/lenses/001450.json +++ b/landing/lenses/001450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -602,19 +602,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -635,8 +635,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -681,17 +681,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -754,13 +754,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -769,7 +769,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -803,8 +803,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001460.json b/landing/lenses/001460.json index 4f526233e269daba8a865c5fb474ac3183fff5da..538b10ad87bca998dc4f7975efa876e0bcdb43d4 100644 --- a/landing/lenses/001460.json +++ b/landing/lenses/001460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001470.json b/landing/lenses/001470.json index 1c8b99c9fe2e1d9e781c39ed0b9f2e622931104a..39a32a4d0fba2ea355374a2cf06bc5eb52999af6 100644 --- a/landing/lenses/001470.json +++ b/landing/lenses/001470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -554,13 +554,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-01", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-01", "period": "2025", "status": "derived", @@ -1073,7 +1073,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-01", "period": "2025", "status": "observed", @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1186,8 +1186,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001500.json b/landing/lenses/001500.json index fd1ad216b4e4d248da84412f1e177f284a05a19e..b37ccda8bea39205ec54e6772180f19e7904097f 100644 --- a/landing/lenses/001500.json +++ b/landing/lenses/001500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -671,19 +671,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -750,17 +750,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -829,7 +829,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -838,7 +838,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -872,8 +872,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1109,12 +1109,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9cd89e295a9d", + "target": "001500", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.416 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001510.json b/landing/lenses/001510.json index cf0228697407dd0f55ddd89ac0b5d4e82ae2cd2f..d9e6f98152abb586980c7fa3802ad7403a70ce27 100644 --- a/landing/lenses/001510.json +++ b/landing/lenses/001510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -273,13 +273,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -461,14 +461,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -588,10 +588,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -634,7 +634,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -654,8 +654,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -676,8 +676,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -712,7 +712,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -768,10 +768,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -789,8 +789,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -818,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001520.json b/landing/lenses/001520.json index ce834c5f769267ab59790eb82132bb90dd9a8c35..f35f5654708522cb5c2e736879d1005d2b7d5642 100644 --- a/landing/lenses/001520.json +++ b/landing/lenses/001520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 51.82, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 48.31, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 51.82, + "score": 48.31, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 52.5, + "score": 49.04, "assumptions": { "scenarioStress": "moderate" } @@ -911,7 +911,6 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 14.12%). 최근 주가 하락이 반영된 결과", "D/EBITDA 26.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001530.json b/landing/lenses/001530.json index 547700268581f0d89cb7f3bd9db675cb585f685f..7a983b5363250c3e3d49da09fb947b9b14350ee0 100644 --- a/landing/lenses/001530.json +++ b/landing/lenses/001530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1263,8 +1263,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,10 +1288,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1562,88 +1562,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8fbb6a182fa1", - "target": "001530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.66 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001540.json b/landing/lenses/001540.json index 49a66bf4d7f5667f5a4c4fd90ccf057a0b37a5bc..32f303387289a3ea1085f048fe8220f22fed5928 100644 --- a/landing/lenses/001540.json +++ b/landing/lenses/001540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/001550.json b/landing/lenses/001550.json index 2968dbb07600ca21a4c80c115a70b0b57a630294..efa780303bd018fb27c30c911d08765e4d73093c 100644 --- a/landing/lenses/001550.json +++ b/landing/lenses/001550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1213,8 +1213,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001560.json b/landing/lenses/001560.json index b7de2405c6ee4644b263c7e2c78bf4a27d76b005..736c43590558436f7087c381e93e6c34931e86e9 100644 --- a/landing/lenses/001560.json +++ b/landing/lenses/001560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,12 +1451,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ef572bf07478", + "target": "001560", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.79 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001570.json b/landing/lenses/001570.json index 09f547d289367603040ae414de0a8753e8802730..992b021ce50ea2870559da4e20fdcc527f51db00 100644 --- a/landing/lenses/001570.json +++ b/landing/lenses/001570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1222,8 +1222,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1256,10 +1256,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015G0.json b/landing/lenses/0015G0.json index 0344298bba976cf5e93eb98e7f4a1c2ca2549537..8c07edddded7f08e2295bd6783ccf33531c70c5a 100644 --- a/landing/lenses/0015G0.json +++ b/landing/lenses/0015G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025Q4", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -467,14 +467,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -594,10 +594,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -613,8 +613,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -626,8 +626,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,10 +644,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -657,7 +657,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -666,7 +666,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -755,8 +755,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015N0.json b/landing/lenses/0015N0.json index c12bdddaf3b75e475fd86d73d1be007a532f0d2d..5235050f55a564efcb889c1608e83db888b03cd3 100644 --- a/landing/lenses/0015N0.json +++ b/landing/lenses/0015N0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -596,8 +596,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -627,10 +627,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -640,7 +640,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -738,8 +738,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015S0.json b/landing/lenses/0015S0.json index ef9975db571e001b5d50f654d48e8cc2cbc60915..5ec47a3dedede5a881200980be8be16d757270f9 100644 --- a/landing/lenses/0015S0.json +++ b/landing/lenses/0015S0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001620.json b/landing/lenses/001620.json index 948695f687f31c25ba48d7f2df3c442b7adc146e..1bed648305647000541ba8657fc24cb2112c6d53 100644 --- a/landing/lenses/001620.json +++ b/landing/lenses/001620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:73e5998a00f7", - "target": "001620", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.508 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001630.json b/landing/lenses/001630.json index 85dc5f8228118ac2cafd6f46ab54982c0852d918..ed93300255e55b0057cdadc010da0daa3fccffd5 100644 --- a/landing/lenses/001630.json +++ b/landing/lenses/001630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ }, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.15%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,15 +1507,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/001680.json b/landing/lenses/001680.json index 5690df661a466867f24d605f5c851eaf313fb29f..bcaf8578c9191984cc6e9eee6aec96de5745591e 100644 --- a/landing/lenses/001680.json +++ b/landing/lenses/001680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1562,8 +1562,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001720.json b/landing/lenses/001720.json index 723f8c9bad4acad1ab449350a0c38f0430a23165..43b4c7c9c1a0c12630a854631089bc5d0cbc650b 100644 --- a/landing/lenses/001720.json +++ b/landing/lenses/001720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -750,7 +750,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -918,8 +918,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001740.json b/landing/lenses/001740.json index 03e3f7b81092da7e74ffe69c4221a1b6557915dd..632da846d3c1284fda89e721c0f7b5f6e0c035aa 100644 --- a/landing/lenses/001740.json +++ b/landing/lenses/001740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001750.json b/landing/lenses/001750.json index f420cffa53157eee5ce4a20c0d17f51c7cd2e308..144e8e02a70efa36660ce0e9e226b342e0f1c0a9 100644 --- a/landing/lenses/001750.json +++ b/landing/lenses/001750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -878,8 +878,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001770.json b/landing/lenses/001770.json index fabb88dceb66e7cb9d40eac42bf561418aeb0073..a203e26fe80f2ce9a4b60023c7e80c37763ecd78 100644 --- a/landing/lenses/001770.json +++ b/landing/lenses/001770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1214,8 +1214,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001780.json b/landing/lenses/001780.json index 30895df2ef614d62785f0745a5cbb3fb34cf3bc1..d084ff49362ffc53011c5c3fb96786919fa4ea39 100644 --- a/landing/lenses/001780.json +++ b/landing/lenses/001780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 60점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.92%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001790.json b/landing/lenses/001790.json index c646d2078f06780d1d5b998ee3351567073362ff..4cd1f1ee4b8b4f72fc7daa8feeb95b779fb2c159 100644 --- a/landing/lenses/001790.json +++ b/landing/lenses/001790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0017J0.json b/landing/lenses/0017J0.json index b8d5782e37ab9c54ec8dfe8c80b9386c90170c19..934c78e29ee75b0f7b9ad336297b094c1a186a97 100644 --- a/landing/lenses/0017J0.json +++ b/landing/lenses/0017J0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -552,8 +552,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/001800.json b/landing/lenses/001800.json index 389b5e7fe7b5392076218245560de014afef87ec..55490fff585f753bcf0898db3cb24e76c6a38683 100644 --- a/landing/lenses/001800.json +++ b/landing/lenses/001800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1560,7 +1560,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1582,7 +1582,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1600,15 +1600,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/001810.json b/landing/lenses/001810.json index 792da7142fed5ab0fa992937598388eca0f17dc1..3a29a1bb7737dede9545d7f83710c0839417c2c7 100644 --- a/landing/lenses/001810.json +++ b/landing/lenses/001810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001820.json b/landing/lenses/001820.json index 3aa5480b03ba9ca4112099b13a3b6d0fc5bed606..2fa504c1d0e574c297f29c9270c967304f931482 100644 --- a/landing/lenses/001820.json +++ b/landing/lenses/001820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001840.json b/landing/lenses/001840.json index 28e865c47cfb3c9a449dbe703fba2ba511b5eeb8..494f3bafc93d3ab3fa1c4f46703375e4f8a8b735 100644 --- a/landing/lenses/001840.json +++ b/landing/lenses/001840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-23", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-23", "period": null, "status": "derived", @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-23", "period": null, "status": "observed", @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1214,8 +1214,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001890.json b/landing/lenses/001890.json index c1ec1b0c4f8a91cdd39c70bf39e286286b187455..35e2d257d19f35d26b46c5bf03ad6ab4324f1303 100644 --- a/landing/lenses/001890.json +++ b/landing/lenses/001890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001940.json b/landing/lenses/001940.json index 69049f765e9e7ddcb06ecf797a89a0966ab5f0c9..9278bacf48831bc8cc9bb52e20ce89e46e602b23 100644 --- a/landing/lenses/001940.json +++ b/landing/lenses/001940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001970.json b/landing/lenses/001970.json index f439f097a82a4acd62d89c0e933db1e45f0f34da..5455655610672baa51826ec70db126d416cfc1d0 100644 --- a/landing/lenses/001970.json +++ b/landing/lenses/001970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -503,10 +503,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -591,10 +591,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -637,10 +637,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -655,10 +655,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -669,7 +669,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -677,7 +677,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002020.json b/landing/lenses/002020.json index d7f245095c42822503b17d7ff855d1efc0fcf3ca..58dbb8ccc4da88a5fdcb756e9e0030247066f753 100644 --- a/landing/lenses/002020.json +++ b/landing/lenses/002020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1104,8 +1104,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002030.json b/landing/lenses/002030.json index ef3ba62995f918421aeabc2268b0f6fca50c1609..1aaeba0d70a8bf1d4833fa3c5f48491ceab26870 100644 --- a/landing/lenses/002030.json +++ b/landing/lenses/002030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1263,8 +1263,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1472,7 +1472,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1494,7 +1494,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1512,15 +1512,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/002070.json b/landing/lenses/002070.json index 87e8a3efbc046a7a94f6d4e951529b747696e9df..7527c91b4c3da36b197e0e9b10a47925a70ab970 100644 --- a/landing/lenses/002070.json +++ b/landing/lenses/002070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 95.84%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,15 +1057,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fffec592b959", - "target": "002070", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.567 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002100.json b/landing/lenses/002100.json index 2da2b09b7b4146dc13504b82cd4b11a26b46641c..b062d55568444c83c0b92591846e70be54c9e7fb 100644 --- a/landing/lenses/002100.json +++ b/landing/lenses/002100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002140.json b/landing/lenses/002140.json index 3c41fa94eebbf7fbb8b081ff94380f8441f13e17..438af60b285de57106f42f3ae3130d9ce1b5d79e 100644 --- a/landing/lenses/002140.json +++ b/landing/lenses/002140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5e7d93f35c45", + "target": "002140", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.323 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002150.json b/landing/lenses/002150.json index 5defd5dca53245b7730145a3181578a75e1117b0..93f07efd226e64de4b8ac9fd52469c42341c91ea 100644 --- a/landing/lenses/002150.json +++ b/landing/lenses/002150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:476516bc6f8c", + "target": "002150", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.308 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002170.json b/landing/lenses/002170.json index daed449252c2555526f870b4bd97078892ff3e43..e435105eac4379efd6f053f447b172a7e6004089 100644 --- a/landing/lenses/002170.json +++ b/landing/lenses/002170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002200.json b/landing/lenses/002200.json index 040241f23a9eff774bbfde339e64b7c03e591e56..39fb5573d3b7c196b3f73fa93da0075c4371c40f 100644 --- a/landing/lenses/002200.json +++ b/landing/lenses/002200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1c7753dc14d5", + "target": "002200", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.843 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002210.json b/landing/lenses/002210.json index 3602526e12c2d773cd4e4579c3af98a636c890e8..79320ab4c74b7ed08c758453cddd55642e5a272a 100644 --- a/landing/lenses/002210.json +++ b/landing/lenses/002210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1212,8 +1212,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002220.json b/landing/lenses/002220.json index 68d3a85270c8526ea9ad4604452c268500f7485b..40d6060e0c473fce81535b5b8d84e451561d3f6d 100644 --- a/landing/lenses/002220.json +++ b/landing/lenses/002220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002230.json b/landing/lenses/002230.json index 77a8518f072783ad81ef8224a99a066528b59307..5f4a135eac9f2b09b1d4101325b833599aafa28c 100644 --- a/landing/lenses/002230.json +++ b/landing/lenses/002230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002240.json b/landing/lenses/002240.json index cbde483bb9dda6ab3da86df93972267b76900f3c..21094c47465a1dfd731531201a62d68cd476fa5c 100644 --- a/landing/lenses/002240.json +++ b/landing/lenses/002240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002290.json b/landing/lenses/002290.json index f9ea48991134d8d561a7f73907e1d743be0efc2b..94978564e0f3e9e47e20cde289bb5036beace36a 100644 --- a/landing/lenses/002290.json +++ b/landing/lenses/002290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1068,8 +1068,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1099,10 +1099,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1210,8 +1210,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002310.json b/landing/lenses/002310.json index f79a5c63bfba2258cbb984dcf936a3e3e4434368..9998a3e872becec173bed99063de3bd2b7c54efa 100644 --- a/landing/lenses/002310.json +++ b/landing/lenses/002310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002320.json b/landing/lenses/002320.json index b9a1a05546ae5a6911ccad7c6ea0a6c559c8a87c..aeb6f3e0ce8074ed27c2b3a59646a9bc422edb5a 100644 --- a/landing/lenses/002320.json +++ b/landing/lenses/002320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1263,8 +1263,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1570,7 +1570,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1592,7 +1592,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1610,15 +1610,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/002350.json b/landing/lenses/002350.json index 3b53d97d675dd6d4f6e4138a8a41a0858a2f56fa..0ce7e526e96ebd59bc0a3ca981f81af04da86dc1 100644 --- a/landing/lenses/002350.json +++ b/landing/lenses/002350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002360.json b/landing/lenses/002360.json index e1b59b87f9b74ad7e3110daec8b2cf98b3c4bf61..05c529df521db026739c2e2c34d5cd9912aa29dd 100644 --- a/landing/lenses/002360.json +++ b/landing/lenses/002360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 44점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 7.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 8.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1245,8 +1245,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,10 +1261,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002380.json b/landing/lenses/002380.json index 23e16a5df3fd20e4442fa8dac5575baab23f77ea..8d36ebd23f6e6ad026d3e49961716bc3f25820f8 100644 --- a/landing/lenses/002380.json +++ b/landing/lenses/002380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1216,13 +1216,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1265,8 +1265,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002390.json b/landing/lenses/002390.json index eb3faba4faf97094fcd2c3a3bf090d6e8e7165e6..01aa910c8ba7a55bb307b3430d1155a48b80d763 100644 --- a/landing/lenses/002390.json +++ b/landing/lenses/002390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 48.31, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 51.82, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 48.31, + "score": 51.82, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 48.72, + "score": 52.21, "assumptions": { "scenarioStress": "moderate" } @@ -916,6 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 59점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 11.34%). 최근 주가 하락이 반영된 결과", "D/EBITDA 90.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1092,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002410.json b/landing/lenses/002410.json index 8117b8b208950a391d391cdc30932ab49cd63a71..71198e38d2df2e6be5c4d4c5725f542027a0fda8 100644 --- a/landing/lenses/002410.json +++ b/landing/lenses/002410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1223,8 +1223,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002420.json b/landing/lenses/002420.json index 43953d457b8a8ac62f2d45a24cb8485719ed4344..ba39593d038def43393711a4d8349a9ea2eafe87 100644 --- a/landing/lenses/002420.json +++ b/landing/lenses/002420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -997,8 +997,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1028,10 +1028,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1041,7 +1041,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1139,8 +1139,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002450.json b/landing/lenses/002450.json index c15ecfd949a43c06ebd4659f20c5ddb8bd735a03..9efd8784c476abd833fb99c42bbd14e16a0d31fb 100644 --- a/landing/lenses/002450.json +++ b/landing/lenses/002450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,10 +1286,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002460.json b/landing/lenses/002460.json index 25abac438b22fbea9674d6bdcbfee230c8f44f29..26dcd7e3ca52997b742138948f60bc74433ddaf9 100644 --- a/landing/lenses/002460.json +++ b/landing/lenses/002460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002550.json b/landing/lenses/002550.json index bed6f788fd2b518413b257027bb6ce21d3751402..939a7c0056a08b7981d09509892bc65f11c1ae1a 100644 --- a/landing/lenses/002550.json +++ b/landing/lenses/002550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -614,8 +614,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002600.json b/landing/lenses/002600.json index cf29ac6829b5ab0bbab6c71be40f932b1c29c377..0e82f68eb43a6e0f731ffb76a2840d028f821264 100644 --- a/landing/lenses/002600.json +++ b/landing/lenses/002600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,8 +1464,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002620.json b/landing/lenses/002620.json index ff5fcf4280f2c7500c5ce76a0383cb06e72e9445..a987420dc91547fd43f82d8d112eb44a6cfd4932 100644 --- a/landing/lenses/002620.json +++ b/landing/lenses/002620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002630.json b/landing/lenses/002630.json index ab9ef712f0b63dc88d0331a3c156aa4ef9f80b69..e915a39d43bcb2fb27c0da163faa130220eac6ef 100644 --- a/landing/lenses/002630.json +++ b/landing/lenses/002630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -959,10 +959,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-02", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -991,7 +991,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-02", "period": null, "status": "derived", @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-02", "period": null, "status": "observed", @@ -1099,10 +1099,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1120,8 +1120,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002670.json b/landing/lenses/002670.json index c2718cbc0a806014262103d6990502592093a7d1..62c99cbcf3ad9e6f62b978b7cc0952e56594a35c 100644 --- a/landing/lenses/002670.json +++ b/landing/lenses/002670.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -423,8 +423,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/002680.json b/landing/lenses/002680.json index a4c07ee720feae235b92b60bee771500c393dffb..cabdd04e2abcab7192d326964c933574bf943dac 100644 --- a/landing/lenses/002680.json +++ b/landing/lenses/002680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1817.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1875.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002690.json b/landing/lenses/002690.json index 807b46475eb2fdbfb086af6dc9c997467797f3f8..8ca63bac3d38aa5f2441d96ab9f78102f83b8122 100644 --- a/landing/lenses/002690.json +++ b/landing/lenses/002690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1107,10 +1107,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1128,8 +1128,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002700.json b/landing/lenses/002700.json index bdf6474ff627cfa8ba7e6ad14dc4b739ef232747..9129ecf0f41c74e09f846bbc5e54cd346876a622 100644 --- a/landing/lenses/002700.json +++ b/landing/lenses/002700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1223,8 +1223,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002710.json b/landing/lenses/002710.json index 786e8381f7960e93cbd785bafbfe72960ba821d0..22603aef1100f3b0955b9ac4bc44f3aee12d82b6 100644 --- a/landing/lenses/002710.json +++ b/landing/lenses/002710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 16.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 16.51%). 최근 주가 하락이 반영된 결과", "D/EBITDA 21.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1352,7 +1352,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1668,88 +1668,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:06ad74bcfaa7", - "target": "002710", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002720.json b/landing/lenses/002720.json index 54b1bfe47ae9c5e22c5c208e80159f585d358e71..0704fba1d41051818b00c1a39c10564b02c11dd9 100644 --- a/landing/lenses/002720.json +++ b/landing/lenses/002720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002760.json b/landing/lenses/002760.json index e869550a020934cd7c902a5911e4ef249e576ee3..a51b659cff7a78a67f27af0f8cf59d1d85732b21 100644 --- a/landing/lenses/002760.json +++ b/landing/lenses/002760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1214,8 +1214,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002780.json b/landing/lenses/002780.json index 31c890ee088c6dc1241b96b6a1c75dfa5e04a8cd..6a68cd2211096874b1faa670d08bd319a6d6c883 100644 --- a/landing/lenses/002780.json +++ b/landing/lenses/002780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1212,8 +1212,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002790.json b/landing/lenses/002790.json index 5e7fe11eb868443d42a2f062292580062856e7f6..4ee3399286df97d256214c13536a6c534a7f937a 100644 --- a/landing/lenses/002790.json +++ b/landing/lenses/002790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1249,8 +1249,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002800.json b/landing/lenses/002800.json index 6f4409afcb9b5dace6a79e6eed8145910c261a91..836fc1cbfa21bee2362ddb037308a7a565152e13 100644 --- a/landing/lenses/002800.json +++ b/landing/lenses/002800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1214,13 +1214,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1263,8 +1263,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002810.json b/landing/lenses/002810.json index f764bbe6bb3698b91884d8c551e2982cb9a4f548..a02953a6f14d07f62f89a1babb64f28b4d61f930 100644 --- a/landing/lenses/002810.json +++ b/landing/lenses/002810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002820.json b/landing/lenses/002820.json index 397cc83314bf250b8b9bbed0729e6ea18634060d..4050e2c5fa375edbecb368bc4ea3dc4c8850373c 100644 --- a/landing/lenses/002820.json +++ b/landing/lenses/002820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1181,8 +1181,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002840.json b/landing/lenses/002840.json index 9110e933248c1e163f0e4cf8629667e02ca1d900..487881086ebcef0ec609c939a2abcd30a6f9fc58 100644 --- a/landing/lenses/002840.json +++ b/landing/lenses/002840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,10 +1266,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1600,7 +1600,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1622,7 +1622,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1640,8 +1640,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/002870.json b/landing/lenses/002870.json index b2da846a5f1e48fb8155969af02ee9b81e8f8a51..56f7ba3e4a2b5fa1c6b5b48e42b6758ee15acb20 100644 --- a/landing/lenses/002870.json +++ b/landing/lenses/002870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002880.json b/landing/lenses/002880.json index 1b5389b3169fbbf123aeee97e6f531db746a4393..55d8aae7056730a3987d7eaffc62cf7e7fdc5cd7 100644 --- a/landing/lenses/002880.json +++ b/landing/lenses/002880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002900.json b/landing/lenses/002900.json index 851aa12ffa7372e26f1bdf113892c0bf982524a2..e9ef308de39260912c7aa8f25563eeef70fad3d5 100644 --- a/landing/lenses/002900.json +++ b/landing/lenses/002900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002920.json b/landing/lenses/002920.json index 0cfa332c9fc71ce41ca04889b463ebec3da85281..044d921b94f8431874da8eb3ab4acc4c4d44ef1c 100644 --- a/landing/lenses/002920.json +++ b/landing/lenses/002920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/002960.json b/landing/lenses/002960.json index 37854b1ea5eee81932e9c59d26b4aa0d3603fd71..fae077363be40d1a01751494f18139ee1ab25afd 100644 --- a/landing/lenses/002960.json +++ b/landing/lenses/002960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1212,8 +1212,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002990.json b/landing/lenses/002990.json index cec62fe615d3710b840c86de3fb9c8ff1149cade..774c2a6a7d419164c86bdafd22aa19fbac545b87 100644 --- a/landing/lenses/002990.json +++ b/landing/lenses/002990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003000.json b/landing/lenses/003000.json index a8374f6c2ffb3c7083550887a722f2570cb01dfc..bad84827a6bcdd6ea984ab63e291eb0a6912b674 100644 --- a/landing/lenses/003000.json +++ b/landing/lenses/003000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1249,8 +1249,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003010.json b/landing/lenses/003010.json index ad8a7fa8ddd4b4732ebac020f4c8edf2c03a6dc9..4c6cc2f8e436d47a173e1e6b6a621cfb6d531b78 100644 --- a/landing/lenses/003010.json +++ b/landing/lenses/003010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -994,8 +994,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1007,8 +1007,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1025,10 +1025,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1136,8 +1136,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1170,10 +1170,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003030.json b/landing/lenses/003030.json index 7c56c0b7a2f7fb70ef4babeafc26023203344e51..95193392c45d414d7250f2af2b116e80299a2fe3 100644 --- a/landing/lenses/003030.json +++ b/landing/lenses/003030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -933,8 +933,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,10 +986,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,8 +1101,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003060.json b/landing/lenses/003060.json index 0394fc6ca79c8d12121f8247a99d7fdc311f2451..54e34091a8c8bb289b5309e67471bfb8d1b6f201 100644 --- a/landing/lenses/003060.json +++ b/landing/lenses/003060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9996.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9995.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1180,8 +1180,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003070.json b/landing/lenses/003070.json index fd86eb81be402b632b9b007744d35829324df67a..d6625e260c53713f3fdb0172099f1d59be85b009 100644 --- a/landing/lenses/003070.json +++ b/landing/lenses/003070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1222,7 +1222,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1265,8 +1265,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003080.json b/landing/lenses/003080.json index ea6ab722fda65a9146df9810d4b05e178ccec92a..076e1d1d77276756b0e482512c7178b3d9351b51 100644 --- a/landing/lenses/003080.json +++ b/landing/lenses/003080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003090.json b/landing/lenses/003090.json index 61b8669160c08c59da14ed81282b69d1e111c5d4..ef8ae75133a9679115c82d2d61cf8e77596a2d1b 100644 --- a/landing/lenses/003090.json +++ b/landing/lenses/003090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 16.11, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 17.54, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 16.11, + "score": 17.54, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 17.25, + "score": 18.88, "assumptions": { "scenarioStress": "moderate" } @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,15 +1507,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/003100.json b/landing/lenses/003100.json index 1571f0620697ee07cd8e6f363edd7a81899b8697..80c576f05d88c439cf585e09f7488d24198763fb 100644 --- a/landing/lenses/003100.json +++ b/landing/lenses/003100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003120.json b/landing/lenses/003120.json index 7dbbd14372508fa72bd79a8a7bda251f9d0e0143..c9e0384d0704f7a07f834f2a9f5482025f9220c4 100644 --- a/landing/lenses/003120.json +++ b/landing/lenses/003120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1214,8 +1214,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003160.json b/landing/lenses/003160.json index ba307c9d80cbdad6351e7177837a974064628e8a..e46650555869c487ab9081d290a130f74854f754 100644 --- a/landing/lenses/003160.json +++ b/landing/lenses/003160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1168,8 +1168,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003200.json b/landing/lenses/003200.json index 356e63d4e27dca943bc1754e1011850928829a99..779df38ea503a2c410881ac6cc9a32f11a44e844 100644 --- a/landing/lenses/003200.json +++ b/landing/lenses/003200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003220.json b/landing/lenses/003220.json index 97f19525cd0def43c28cef105f3693f50647d0f5..8d24688ab67d9a9f970610b28f19fc8ffad39c55 100644 --- a/landing/lenses/003220.json +++ b/landing/lenses/003220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 8.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 9.05%). 최근 주가 하락이 반영된 결과", "D/EBITDA 65.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,88 +1462,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2e9b2bec9aba", - "target": "003220", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003230.json b/landing/lenses/003230.json index 37387fcbfce66451615915271190159598f4ef2f..9135acf35ef2a6153b9572042596bd47c0f6674c 100644 --- a/landing/lenses/003230.json +++ b/landing/lenses/003230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003240.json b/landing/lenses/003240.json index 69cec10d1fef30380d156cada07f5d091caaf102..612e18235e589a971077ce0d00bdebca520e52de 100644 --- a/landing/lenses/003240.json +++ b/landing/lenses/003240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003280.json b/landing/lenses/003280.json index f84de39c7aadc97a8cecca247802337bafb297a4..9ccca49d211f16af240eccaa0aa651b590d692de 100644 --- a/landing/lenses/003280.json +++ b/landing/lenses/003280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1561,7 +1561,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1583,7 +1583,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1601,15 +1601,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/003300.json b/landing/lenses/003300.json index cca67c749149323ff5ed62ff5ca1020f1d4d83d0..c5e0dddd64d883e16c480caf87c077c088324591 100644 --- a/landing/lenses/003300.json +++ b/landing/lenses/003300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.41%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003310.json b/landing/lenses/003310.json index 30968a62b1133f4c754124fa92f1b35b16d5340d..d3d16696901ead0d977e4b19dd20490dd66f9f5e 100644 --- a/landing/lenses/003310.json +++ b/landing/lenses/003310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003350.json b/landing/lenses/003350.json index 71c0913477d6a7324c17c1c9a6c8104142a92c67..66e2299df67de813a2542f83bd232bdd91573228 100644 --- a/landing/lenses/003350.json +++ b/landing/lenses/003350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1213,8 +1213,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003380.json b/landing/lenses/003380.json index 764ef95378fd03c9e2ab54a532c0e84bfb20cb8a..c558ae9ecd1c089760a3fbb68a169ef3cb98686b 100644 --- a/landing/lenses/003380.json +++ b/landing/lenses/003380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -891,10 +891,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -957,8 +957,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1071,10 +1071,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003410.json b/landing/lenses/003410.json index 4eb0d084f787bd8f0fa9ea14d8252e3027f0c079..48f00d443c6b5b10fb6db0748bc86254df6925af 100644 --- a/landing/lenses/003410.json +++ b/landing/lenses/003410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -628,8 +628,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -653,10 +653,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -671,10 +671,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003450.json b/landing/lenses/003450.json index 447318cd18b509d8d33911c05563db2ee9b3ce2b..13ae73f9c33cc763c391fc40905a97933e35d0d5 100644 --- a/landing/lenses/003450.json +++ b/landing/lenses/003450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -955,10 +955,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1105,10 +1105,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1126,8 +1126,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1151,10 +1151,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1169,10 +1169,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003460.json b/landing/lenses/003460.json index d033b1dcc1c4f37afa5920a99cb49e31eba387b8..91ee19ac3872be081972c59d923a652dca899061 100644 --- a/landing/lenses/003460.json +++ b/landing/lenses/003460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -689,7 +689,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -702,8 +702,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -722,8 +722,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -733,7 +733,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -742,7 +742,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -831,8 +831,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003470.json b/landing/lenses/003470.json index f6f8dc6b8a78be067fe977b3386c6dfd44beadfd..85c740dcfa11e3628f0b1cadb927ca05747de63a 100644 --- a/landing/lenses/003470.json +++ b/landing/lenses/003470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -817,8 +817,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -870,10 +870,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -883,7 +883,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -985,8 +985,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003480.json b/landing/lenses/003480.json index 7f46248c15182b141e2a6e80165455600e70180e..77eff3b11050c112b1cf257ea0778ba4af86fed9 100644 --- a/landing/lenses/003480.json +++ b/landing/lenses/003480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 28.78, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 26.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 28.78, + "grade": "dCR-A+", + "score": 26.53, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 29.6, + "score": 27.35, "assumptions": { "scenarioStress": "moderate" } @@ -838,6 +838,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -905,7 +910,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.06, + "pdEstimate": 0.04, "notchAdjustment": { "totalNotch": 4, "reasons": [ @@ -914,7 +919,6 @@ ] }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.65%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -931,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1214,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1225,7 +1229,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1238,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1263,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003490.json b/landing/lenses/003490.json index 8edbcdd9bfb571aa1be6cde743a2cf74b0406149..e12474b3ef6c0f59b083fe25abe8e2bfe33671a5 100644 --- a/landing/lenses/003490.json +++ b/landing/lenses/003490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1156,8 +1156,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1192,7 +1192,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1248,10 +1248,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1269,8 +1269,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1576,7 +1576,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1598,7 +1598,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1616,8 +1616,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003520.json b/landing/lenses/003520.json index 5e4825b8f4861106cd9786d68cbee5773c9ceccf..2ec157143d5a8be9db7d6ea46562bd60c58f7f24 100644 --- a/landing/lenses/003520.json +++ b/landing/lenses/003520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1212,8 +1212,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003530.json b/landing/lenses/003530.json index b92e0450b2337b68c7d81fc7aac494294a46b7c8..de6db7c82fd3f7a8a0aaf3b7b2efabb6ea5ec82f 100644 --- a/landing/lenses/003530.json +++ b/landing/lenses/003530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1108,7 +1108,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1151,8 +1151,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,10 +1176,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1194,10 +1194,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1571,12 +1571,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:808529f12a28", + "target": "003530", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003540.json b/landing/lenses/003540.json index 8fe32c8dabed86d72223ba4d1f79b10934dea584..0892f64cb53a50ba38f60fd0fdd940dddab2cf23 100644 --- a/landing/lenses/003540.json +++ b/landing/lenses/003540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -717,15 +717,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -750,8 +750,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -796,17 +796,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -869,13 +869,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -884,7 +884,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -918,8 +918,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1192,12 +1192,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6d0725c68afd", + "target": "003540", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003550.json b/landing/lenses/003550.json index d759faacd7fcdbb1249079be764050bda5dbbd5a..687acad621500ef629ec466aa7696d22db75c3d1 100644 --- a/landing/lenses/003550.json +++ b/landing/lenses/003550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003560.json b/landing/lenses/003560.json index 31ad1e3b51d5ca0aef61c222506e37789443fee4..a16eead270d396bc2ae8cc29203270bc9a88d5aa 100644 --- a/landing/lenses/003560.json +++ b/landing/lenses/003560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1127,7 +1127,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1238,8 +1238,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003570.json b/landing/lenses/003570.json index 0b3947fa7a14baaff25aa327829efe09a0e5a017..6084e4f06ace5570cee93783454e90861cc05271 100644 --- a/landing/lenses/003570.json +++ b/landing/lenses/003570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003580.json b/landing/lenses/003580.json index d97811391619f9fefd4d019917f340e9b40491d6..820b493239f938fda5048b593ad404cb0c3bc795 100644 --- a/landing/lenses/003580.json +++ b/landing/lenses/003580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 10.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 11.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -981,19 +981,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1014,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1139,7 +1139,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1148,7 +1148,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1182,8 +1182,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,10 +1207,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1481,88 +1481,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8cdef5972054", - "target": "003580", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.493 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003610.json b/landing/lenses/003610.json index 175ade6de80d15c72e51e000ebc5de4d1dc7ec31..ea373c8bf85a7e32179f9302313e1eca2aa9d378 100644 --- a/landing/lenses/003610.json +++ b/landing/lenses/003610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 28.12, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 30.20, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 28.12, + "score": 30.2, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 28.9, + "score": 30.86, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003620.json b/landing/lenses/003620.json index 7567021d04e1658acb6df8810c1f0f08aaeef963..db410624e0304374d50f61664cf27a378ae7fadb 100644 --- a/landing/lenses/003620.json +++ b/landing/lenses/003620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/003650.json b/landing/lenses/003650.json index 5bc552a80b020fcb9a449652d329451a9f02fa2e..5b2df2a01a9d89668e7ebdb5b2404fd9476d46e1 100644 --- a/landing/lenses/003650.json +++ b/landing/lenses/003650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1239,8 +1239,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003670.json b/landing/lenses/003670.json index 143cdb88aebd8a66b11e4246f7558613dc4a5356..40cb73db45f1fe988dd7fb150edb5982e9fec4bd 100644 --- a/landing/lenses/003670.json +++ b/landing/lenses/003670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003680.json b/landing/lenses/003680.json index c9411873a81e124046db3c1d614bd8e8c45a6d95..1db701ba3a2d239997dc22c60c26127aa971b194 100644 --- a/landing/lenses/003680.json +++ b/landing/lenses/003680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 13.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 13.21%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1217,8 +1217,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,10 +1242,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003690.json b/landing/lenses/003690.json index 74a2e5a56268dc088579743f9531889ad3f69645..04fa1ff97e76637d6aa0e6bd122b86e812f65924 100644 --- a/landing/lenses/003690.json +++ b/landing/lenses/003690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -918,8 +918,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003720.json b/landing/lenses/003720.json index 668f3309fa6a543c6c3a1e5284be9ac06fa1ec00..d6ff1ea4ecc10dd728ff9f5c774e8e8ecf4484a3 100644 --- a/landing/lenses/003720.json +++ b/landing/lenses/003720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1598,88 +1598,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:cf39ef66010e", - "target": "003720", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003780.json b/landing/lenses/003780.json index ef737128ad87ff80f6cf18fe4e535fbd125245a4..8c8be3c9fabdf529200ce4c713e01851b6f073fd 100644 --- a/landing/lenses/003780.json +++ b/landing/lenses/003780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0037T0.json b/landing/lenses/0037T0.json index 11a700eb60edbe37bfad18fa05feb88249de9d5d..32f85ae3539489d418153f0a4ab06b8dd9411df9 100644 --- a/landing/lenses/0037T0.json +++ b/landing/lenses/0037T0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -666,8 +666,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003800.json b/landing/lenses/003800.json index 8f345f28e7eda17dd3dc580d260775c4c1ecaa2d..657935b52c3218065b6e9d085616951a80bbbd33 100644 --- a/landing/lenses/003800.json +++ b/landing/lenses/003800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1262,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003830.json b/landing/lenses/003830.json index 7b50e124d83dbdaecd1a21cd5f639510b5836cbf..1d333ae11ccc8d23a14e9c8e94aca72c9c30ed2a 100644 --- a/landing/lenses/003830.json +++ b/landing/lenses/003830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -996,8 +996,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1014,10 +1014,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1036,7 +1036,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1104,10 +1104,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1125,8 +1125,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,10 +1150,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1168,10 +1168,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003850.json b/landing/lenses/003850.json index 99c5a4667a24a8f6a176bc2a6ba6bfa22d8e7c4f..c091167819666a85bfefe6484aad4b7755fb850b 100644 --- a/landing/lenses/003850.json +++ b/landing/lenses/003850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003920.json b/landing/lenses/003920.json index a9e84bd2770dd5bfb6fe9fce5b8b0e8073bbea7c..9138094ed8406ef268a5be0ec4f5006daa209769 100644 --- a/landing/lenses/003920.json +++ b/landing/lenses/003920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:154f77901216", + "target": "003920", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.726 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003960.json b/landing/lenses/003960.json index 01c9c78aeb6948329be66eead1f2b09d5306b225..36e8c9df9f62b40e857b4a38a7e7c73d4f1a30c9 100644 --- a/landing/lenses/003960.json +++ b/landing/lenses/003960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0039P0.json b/landing/lenses/0039P0.json index fb2165ed643e005ab54dcb21339b0abe4dd1d774..418194c9378d059457fc1c778aab05842c9fdd0a 100644 --- a/landing/lenses/0039P0.json +++ b/landing/lenses/0039P0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/004000.json b/landing/lenses/004000.json index 46f2014b52a659200b8087a1acdc05082e94ea42..e41aa47f787bc4618ebff8889218b839d1220704 100644 --- a/landing/lenses/004000.json +++ b/landing/lenses/004000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004020.json b/landing/lenses/004020.json index 7595a3e408b8d40e6d16b4f565029509302d91eb..6c47f4a7c8ce790c35fcc2a6af889ddb2f71918a 100644 --- a/landing/lenses/004020.json +++ b/landing/lenses/004020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/004060.json b/landing/lenses/004060.json index 8fcf0ec1ed80103d603736a7c35dcb554dce0aaf..cd467975392f395bd43933dce113d1cd7108bfd8 100644 --- a/landing/lenses/004060.json +++ b/landing/lenses/004060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004080.json b/landing/lenses/004080.json index ef0169244de839947f0123239467e08b1439fa2e..00e59c66f9fd589ee1e5b008a7097efc4a5677c6 100644 --- a/landing/lenses/004080.json +++ b/landing/lenses/004080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1263,8 +1263,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004090.json b/landing/lenses/004090.json index 25b74b3a4f14a9ef2b7fd52b4f0bf3de17b931a8..c447d2889c5e02026e4b578485d73f9ab21171de 100644 --- a/landing/lenses/004090.json +++ b/landing/lenses/004090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 40.00, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 42.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 40.0, + "grade": "dCR-BB", + "score": 42.25, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 40.88, + "grade": "dCR-BB", + "score": 43.13, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/004100.json b/landing/lenses/004100.json index 88c636cdb8b06cea9bad06c93e0050f2a8ca9a29..b4291aa9629aa0800639f62f235d58b7fa693c03 100644 --- a/landing/lenses/004100.json +++ b/landing/lenses/004100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004140.json b/landing/lenses/004140.json index 5a6e6dcdf38c51ce553b5827422a3d25b43e7983..a436057d6344e7e8c2132dccecdfacd5008f2688 100644 --- a/landing/lenses/004140.json +++ b/landing/lenses/004140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 18.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 17.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004150.json b/landing/lenses/004150.json index 51b8624b8702a217a1fc76d122711cd5cfd783f3..b86f89412ebdb880b19a4bdcf3fb4529a1d153b7 100644 --- a/landing/lenses/004150.json +++ b/landing/lenses/004150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,8 +1104,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004170.json b/landing/lenses/004170.json index d2f2499f66330fddfae926a6b8e8b7787766401d..199822e8f53bcbb3b48c563ed98d1fbb60f02fea 100644 --- a/landing/lenses/004170.json +++ b/landing/lenses/004170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0041B0.json b/landing/lenses/0041B0.json index 2d529ced376ba4e01f805a09b3d03378b9980820..260f2412fd3605b9be10808d12cfc0fa29e05192 100644 --- a/landing/lenses/0041B0.json +++ b/landing/lenses/0041B0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0041J0.json b/landing/lenses/0041J0.json index 3e18c6019bde6297e8194ad72af5d0ea1e3e68f3..b6c6ae00cd9f23be9760c76e2774c509ad8aa232 100644 --- a/landing/lenses/0041J0.json +++ b/landing/lenses/0041J0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -655,8 +655,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0041L0.json b/landing/lenses/0041L0.json index 310d27a540d2d5a178533764651d78bc5e9095f1..d17248d536eef27951c0b3bf6d4988f8ce3f6cd7 100644 --- a/landing/lenses/0041L0.json +++ b/landing/lenses/0041L0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -524,7 +524,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -666,8 +666,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004250.json b/landing/lenses/004250.json index 07c32d86cbbcc44e43d4ad0fa2c414d6955c0a8d..0e2133a380bf8b71af76bc7742b7eaab78d8d1e6 100644 --- a/landing/lenses/004250.json +++ b/landing/lenses/004250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004270.json b/landing/lenses/004270.json index 3b38d84e8f44070aaf4ac0f7149daa05e5094f89..e36257c170efef0290d001411f6786bb135ea5f1 100644 --- a/landing/lenses/004270.json +++ b/landing/lenses/004270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004360.json b/landing/lenses/004360.json index 018f254a2f107d8294b6e7b81e2fa1801bb94081..1c275c6cdc8131d7043a8569c736114fb3b51019 100644 --- a/landing/lenses/004360.json +++ b/landing/lenses/004360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1264,8 +1264,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004370.json b/landing/lenses/004370.json index 69074509775082dc7b984ce075e2f7aa9207367a..0723bbd278c83a2bc992bde12d6cde806210ba8c 100644 --- a/landing/lenses/004370.json +++ b/landing/lenses/004370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004380.json b/landing/lenses/004380.json index 7dfd5756a71684ec40f0a781149d7c5f0fb2487f..3f0ad36d314263e3dbf9360c792295265f469180 100644 --- a/landing/lenses/004380.json +++ b/landing/lenses/004380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004410.json b/landing/lenses/004410.json index 04f26a7b176fa80561edde3bbe0bb7ba8d659ccf..f789883c2dd9d6df8f61b135d97af4f896950c6b 100644 --- a/landing/lenses/004410.json +++ b/landing/lenses/004410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1212,8 +1212,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004430.json b/landing/lenses/004430.json index 3f01863ee5aa62dc526614a8b9eb4d38785b63df..9d830ec687e25366cc7a1a5cf67c48033953c40a 100644 --- a/landing/lenses/004430.json +++ b/landing/lenses/004430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1595,88 +1595,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9372f59d94c4", - "target": "004430", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.346 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004440.json b/landing/lenses/004440.json index db8b144b503fe734c760a437b0adcd783c447d5a..170b0a73be0b156acb3b1896326fb75cc0a2ac7c 100644 --- a/landing/lenses/004440.json +++ b/landing/lenses/004440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -993,8 +993,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1045,10 +1045,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1058,7 +1058,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1158,8 +1158,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004450.json b/landing/lenses/004450.json index bf1cb8300c6c34e11e6945741b748f9e6a577a1c..5af1685b62e2c91e341857088b294e4ebe8f00de 100644 --- a/landing/lenses/004450.json +++ b/landing/lenses/004450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1248,8 +1248,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004490.json b/landing/lenses/004490.json index 29b02dbeed8eb94c31d030ba3b2e1cc9212bab7a..28e53c68e567ffab11888898d797682fc363f8df 100644 --- a/landing/lenses/004490.json +++ b/landing/lenses/004490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0044K0.json b/landing/lenses/0044K0.json index 3beca47748e486a2de211a044d1be3f4d5193ab1..7966ad150fc13ff210d4ade44b9fd7f4f84d3f0a 100644 --- a/landing/lenses/0044K0.json +++ b/landing/lenses/0044K0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -655,8 +655,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004540.json b/landing/lenses/004540.json index 71f2008ae3bcbfde662619628916bc47ec7f5621..a6a61060175be45ef66bbec1529dd7f8a669f782 100644 --- a/landing/lenses/004540.json +++ b/landing/lenses/004540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 25.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 26.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1244,8 +1244,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004560.json b/landing/lenses/004560.json index d833238db1b1060318d6cbdb2c78a51ecce6808b..8b7de3238c6f8716ff853ff649ec0278436d7b77 100644 --- a/landing/lenses/004560.json +++ b/landing/lenses/004560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/004590.json b/landing/lenses/004590.json index 3fe6da68da4f1d331f9bbaa0614f913d0ff73ca5..65abe6059d37268352488c25f57636c77ebed239 100644 --- a/landing/lenses/004590.json +++ b/landing/lenses/004590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004650.json b/landing/lenses/004650.json index 933b0b72e36d2293beb1f95f40f0675c952afadd..3a3a888cbb0dcb95dd77d74505b368e04a78c567 100644 --- a/landing/lenses/004650.json +++ b/landing/lenses/004650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004690.json b/landing/lenses/004690.json index 487c08312083343d1c52d30af485241b605450c4..28bbf74bec58e5d000dae669aeacce7cd01f718b 100644 --- a/landing/lenses/004690.json +++ b/landing/lenses/004690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004700.json b/landing/lenses/004700.json index 116671ab57c3da3542013e20d94659efa763b601..d99eebf01505ac584f7daa57b0d5884295be56f4 100644 --- a/landing/lenses/004700.json +++ b/landing/lenses/004700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1070,7 +1070,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1212,8 +1212,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1246,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004710.json b/landing/lenses/004710.json index 3aa5ec646015f09357fa34f5e917d3e37cb4f3c2..03c68e409fd51c694c3e648c000a0a6b2746a65d 100644 --- a/landing/lenses/004710.json +++ b/landing/lenses/004710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,15 +1506,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/004720.json b/landing/lenses/004720.json index 345b083fd2e4c6bcd8e6c75d4f3df19c2614b004..8b42d26f8215e4b60aba9e9d4cd0ce033494d686 100644 --- a/landing/lenses/004720.json +++ b/landing/lenses/004720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1244,8 +1244,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004770.json b/landing/lenses/004770.json index dd0ed03beb34ba56b7e7c8fcb6b5a135268f9ac5..e926cbe5210d78a7e39ec395049e514a550feb21 100644 --- a/landing/lenses/004770.json +++ b/landing/lenses/004770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1244,8 +1244,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004780.json b/landing/lenses/004780.json index 9683da5a107405fd1cb7c0229448f11c7677e540..0ae773a059c40047b1ac766c72e91c256f695735 100644 --- a/landing/lenses/004780.json +++ b/landing/lenses/004780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1213,8 +1213,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,10 +1229,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004800.json b/landing/lenses/004800.json index d30b236c2405a2ceabd4d164b54ea35fa0ed95e7..c2a468b97eae6353c03fe859dc7cd396588063ef 100644 --- a/landing/lenses/004800.json +++ b/landing/lenses/004800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004830.json b/landing/lenses/004830.json index 37cdf9b1c195f42295574b09db38c9cdb2ff9546..013bff1436175d52a5d0284f07cfe9734ab19494 100644 --- a/landing/lenses/004830.json +++ b/landing/lenses/004830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 6.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 6.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004840.json b/landing/lenses/004840.json index 4f17da3c3ce74f275034707d2518a930dac88918..1bed63d3e3d104749132004933ad2d2b97773359 100644 --- a/landing/lenses/004840.json +++ b/landing/lenses/004840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1265,8 +1265,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004870.json b/landing/lenses/004870.json index 95ead571363ed10ecab6c438236da0c20e8e8979..19a7a56e32e2f9d88fd81ee2ebb9dc78a0d0e636 100644 --- a/landing/lenses/004870.json +++ b/landing/lenses/004870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.33%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-17", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1220,8 +1220,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004890.json b/landing/lenses/004890.json index f97f1e0a0cb6b71f3e5812c77cee9beaf2096d83..ea51ad3b952677671728ac4c0fb406c5631fe050 100644 --- a/landing/lenses/004890.json +++ b/landing/lenses/004890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004910.json b/landing/lenses/004910.json index c32e5bec726648068afed9b1e1a206b924f2a568..ffd3371f157e06e77976bb39e9fbaa217cd2ec1a 100644 --- a/landing/lenses/004910.json +++ b/landing/lenses/004910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 10.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 10.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004920.json b/landing/lenses/004920.json index 11e7d9653969adc39abca2cbc5acd06a25a79f85..81c536ace7bac2ac124e646b47328995e37c0ff1 100644 --- a/landing/lenses/004920.json +++ b/landing/lenses/004920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-08", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,7 +1124,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-08", "period": "2025", "status": "derived", @@ -1146,7 +1146,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-08", "period": "2025", "status": "observed", @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1566,7 +1566,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1588,7 +1588,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1606,7 +1606,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-08", "period": "2025", "status": "observed", diff --git a/landing/lenses/004940.json b/landing/lenses/004940.json index 6b37a6539b91b41a282c91823f48af18bd1985bd..d6cf6844a7e540242865c4a3d42659c3e8a8e4b8 100644 --- a/landing/lenses/004940.json +++ b/landing/lenses/004940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -614,8 +614,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004960.json b/landing/lenses/004960.json index 8af48defb52c793d93ceeb91bc3136794e959084..ba43234b1cee5a1f0eb0a9cfc8c92179cc43ccf6 100644 --- a/landing/lenses/004960.json +++ b/landing/lenses/004960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004970.json b/landing/lenses/004970.json index e763b8e5c19feeae9f5f8a9636297cbc33cce333..e69a994509c5a3f17f1d1ddaf1ebe209ad1a4b22 100644 --- a/landing/lenses/004970.json +++ b/landing/lenses/004970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004980.json b/landing/lenses/004980.json index 0e1232466c0671f0879821dfe0431a2c86547d5b..6f3dfcb90d739508585101914b3890336a92183f 100644 --- a/landing/lenses/004980.json +++ b/landing/lenses/004980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004990.json b/landing/lenses/004990.json index 430d9441852e719bba797a0406c98c5f3feafd8e..d3631a63546702ed9ea9c00c08b9c3622a3e4b22 100644 --- a/landing/lenses/004990.json +++ b/landing/lenses/004990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005010.json b/landing/lenses/005010.json index 5b2f3721e70ec60de2a5529333f07a15ea45864a..cce53656710387c4df5ce13faa53e4391f50fcc3 100644 --- a/landing/lenses/005010.json +++ b/landing/lenses/005010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1262,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1569,7 +1569,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1591,7 +1591,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1609,15 +1609,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/005030.json b/landing/lenses/005030.json index 8f5b0719106bdf46d82cc0e81d21835fd67cb53c..f6310e9d2b5a9071092066f7fa576ce767955ae0 100644 --- a/landing/lenses/005030.json +++ b/landing/lenses/005030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1164,8 +1164,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,10 +1180,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1198,10 +1198,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005070.json b/landing/lenses/005070.json index 32671369316916b07eaf82a76e17af846d4fd4bc..311d9acb2fb77b64784740cb83b6710394b1ce87 100644 --- a/landing/lenses/005070.json +++ b/landing/lenses/005070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1214,8 +1214,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005090.json b/landing/lenses/005090.json index 60407033f2558db4685029fb85202076a1c120dc..a31a9401e0e18ff7f25b0dde307d1b213b244363 100644 --- a/landing/lenses/005090.json +++ b/landing/lenses/005090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1511,88 +1511,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:034c04133624", - "target": "005090", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.38 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005110.json b/landing/lenses/005110.json index d13e718a73077f6bcfc264f170f94eb3af7d2f70..365b67bbb9e5a8a43abfcd31bc7065bd7002cbfe 100644 --- a/landing/lenses/005110.json +++ b/landing/lenses/005110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1224,8 +1224,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005160.json b/landing/lenses/005160.json index dfb8f73350a91dbb92e1917896e6219cce024a21..72056ed4806d411d89e362233f4e36d8ebc43ca7 100644 --- a/landing/lenses/005160.json +++ b/landing/lenses/005160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.29, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 26.04, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 28.29, + "grade": "dCR-BBB", + "score": 26.04, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 28.79, + "grade": "dCR-BBB", + "score": 26.54, "assumptions": { "scenarioStress": "moderate" } @@ -908,11 +908,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.90%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1256,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005180.json b/landing/lenses/005180.json index 51d4afc707366e900185155d88db61936fb9200e..a8617f31de760dfad6ba38c58a9d289bb3408565 100644 --- a/landing/lenses/005180.json +++ b/landing/lenses/005180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005250.json b/landing/lenses/005250.json index 55be29d3efa8e2340b9073d3370cbe4110ca2826..4d15e538d477fff1313b94ded941dd8055d17c4b 100644 --- a/landing/lenses/005250.json +++ b/landing/lenses/005250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.19%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005270.json b/landing/lenses/005270.json index be8c63421c3fc4b97d829833e5ef30c33edaa405..60f5bea383ae3f42b8430f3192bd7bdf6195c21a 100644 --- a/landing/lenses/005270.json +++ b/landing/lenses/005270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005280.json b/landing/lenses/005280.json index cb6ed452b432ab98920f5e25aeae9632c2c9c3ef..2554c75ae47f3de31fce74d081d07934d33f54db 100644 --- a/landing/lenses/005280.json +++ b/landing/lenses/005280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005290.json b/landing/lenses/005290.json index daf3850dd38cb625c24771e30e1ab15adae9c6f2..be795f930807c918de096a464bd80ebd18220092 100644 --- a/landing/lenses/005290.json +++ b/landing/lenses/005290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005300.json b/landing/lenses/005300.json index ac1c4843c8dfd817ac552e6f8db54cae61e17557..2ecac46c7450335ac18d3ad79497deceebba2e4a 100644 --- a/landing/lenses/005300.json +++ b/landing/lenses/005300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.19%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005320.json b/landing/lenses/005320.json index cab68658f2ea2dc50e1653261e5d0dde55fd292e..a5befc7124e1fade2ea46268670e48e4f5acaf0d 100644 --- a/landing/lenses/005320.json +++ b/landing/lenses/005320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 36.01, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 34.95, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 36.01, + "score": 34.95, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 36.3, + "score": 35.3, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005360.json b/landing/lenses/005360.json index 8466c910932b8ff219bdcd1ff231a2340bbb17ae..92c2f26eb39bef00c8a15477088c3af0afbbbbd8 100644 --- a/landing/lenses/005360.json +++ b/landing/lenses/005360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 88점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 21.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 22.24%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005380.json b/landing/lenses/005380.json index a7961fcf78b252aab4578549b733c8cf14dd7dc8..c07c25f5deab26975059051cf6cf93caccad3b58 100644 --- a/landing/lenses/005380.json +++ b/landing/lenses/005380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 22.57, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 25.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 22.57, + "score": 25.48, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 23.19, + "score": 26.01, "assumptions": { "scenarioStress": "moderate" } @@ -912,7 +912,7 @@ "reasons": [ "대형기업 (매출 186조)", "캡티브금융 별도 D/EBITDA 0.7x (양호)", - "시가총액 115조 (시장 지위)" + "시가총액 110조 (시장 지위)" ], "monotonicGate": "A+" }, @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1263,8 +1263,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005390.json b/landing/lenses/005390.json index 19aed3954e8391949ce6cbe3d9aa036d3c632801..811110fb54fa80b7084354398069eb922a556905 100644 --- a/landing/lenses/005390.json +++ b/landing/lenses/005390.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-09-29", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-09-29", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-09-29", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/005420.json b/landing/lenses/005420.json index 3315fa1e9446e4872159f379cddf7fd5c691c378..2aa96d0b3e7c435dc82edda36c2683d17ba5a767 100644 --- a/landing/lenses/005420.json +++ b/landing/lenses/005420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005430.json b/landing/lenses/005430.json index 6d81eb44d3294ec80735668b4fcd398eafc71379..959a2435c122b876cab2c946f020d50078b638df 100644 --- a/landing/lenses/005430.json +++ b/landing/lenses/005430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005440.json b/landing/lenses/005440.json index a5065cbd97ed5fccdd91d55b467f59d69171fed4..edf4828782035d7ae5f7da538e5f9ccf4bd8772b 100644 --- a/landing/lenses/005440.json +++ b/landing/lenses/005440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,10 +988,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,8 +1103,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005450.json b/landing/lenses/005450.json index 0df29543b08892a988f0c3c840ffa096ca7ac50f..3f5ffea725f6e387d05a123d406c19b41c0657e3 100644 --- a/landing/lenses/005450.json +++ b/landing/lenses/005450.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -423,8 +423,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/005490.json b/landing/lenses/005490.json index 695c0cbcd8ca33ec9aa2e0a6f271efb45173a3c9..83cb645170d6d9df316ca47159bfacbaf79c0a82 100644 --- a/landing/lenses/005490.json +++ b/landing/lenses/005490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,17 +1142,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1221,7 +1221,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1230,7 +1230,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1264,8 +1264,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,88 +1465,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5f8b6c3bd0ea", - "target": "005490", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.605 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0054V0.json b/landing/lenses/0054V0.json index 8ffec620e9b8a215c76dd0df188ba92ae7e6ccad..0803357f7d82e8f4d9d1f6ebe265117d44db174b 100644 --- a/landing/lenses/0054V0.json +++ b/landing/lenses/0054V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005500.json b/landing/lenses/005500.json index 6f3b71e923ea634c07838b176f78b6dd47565144..b8938e4b946bb1691a74c1bce7393126ffecf748 100644 --- a/landing/lenses/005500.json +++ b/landing/lenses/005500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1212,8 +1212,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005610.json b/landing/lenses/005610.json index 7fb64e13d031c0290a2c5230523938c38ea38ff0..ce430374a548ac304fff54c588481264a45df9be 100644 --- a/landing/lenses/005610.json +++ b/landing/lenses/005610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005670.json b/landing/lenses/005670.json index 1f3a85fa804b05149c44f58396f71fd0fae73ade..a5cb48efce66a8103d9dd839ad1f527ad11a3401 100644 --- a/landing/lenses/005670.json +++ b/landing/lenses/005670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,7 +1558,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1580,7 +1580,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1598,8 +1598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005680.json b/landing/lenses/005680.json index 1315783e177a169016e06d29bd93253934bea481..f4bac0ae77f59e0e380f647d2b41c7a639c90642 100644 --- a/landing/lenses/005680.json +++ b/landing/lenses/005680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005690.json b/landing/lenses/005690.json index bc10d884ed9173d16cc005ae6f7eac491f1cc743..718fa99956d5226edf119a2799bff0b73fc7b8c4 100644 --- a/landing/lenses/005690.json +++ b/landing/lenses/005690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1213,8 +1213,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005710.json b/landing/lenses/005710.json index fa2879ce2efd58e3565413f6dfb670481f1cf76a..2a5be7c42c3b26d01dffc8cb32c839d2cc0b64fb 100644 --- a/landing/lenses/005710.json +++ b/landing/lenses/005710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1593,88 +1593,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f16b93604887", - "target": "005710", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.87 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005720.json b/landing/lenses/005720.json index edbc71fbefbb7d2b74da40f6a7c26104f01b3de4..57fd5abe2c3d18632cc1a5272d68b720f9ae9001 100644 --- a/landing/lenses/005720.json +++ b/landing/lenses/005720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.7점 하향 (PD 6.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 6.28%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005740.json b/landing/lenses/005740.json index 83fa0e3716dbca5501edde834b3b59d78ef25548..94764a22845e5f8ee978b9fcf1a4aeef306d514e 100644 --- a/landing/lenses/005740.json +++ b/landing/lenses/005740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1103,8 +1103,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,10 +1128,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005750.json b/landing/lenses/005750.json index 3912a3ef542facd1192c4c11995852b23a2fa331..8b87d6b07e2a25224fdc7cdf396f34e2ade07412 100644 --- a/landing/lenses/005750.json +++ b/landing/lenses/005750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005800.json b/landing/lenses/005800.json index fdcffeb6d3137b9eae09d2d2b533c34634a4b0a1..f07e0a7ad85a9397d096006bcb1d8c76e6434042 100644 --- a/landing/lenses/005800.json +++ b/landing/lenses/005800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005810.json b/landing/lenses/005810.json index 4b0922b5ab23dca7b31da7a723dfe89908a91613..9d7a72b3ad8e7679f6acf01fa433007de06ca696 100644 --- a/landing/lenses/005810.json +++ b/landing/lenses/005810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1105,8 +1105,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005820.json b/landing/lenses/005820.json index 546d33df22714a693893f1bb2b324bc561ae55a8..f6a65ef7a06e9e9d0929c01a094619846aa694fe 100644 --- a/landing/lenses/005820.json +++ b/landing/lenses/005820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,15 +1056,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,88 +1458,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:25f53022123a", - "target": "005820", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.447 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005830.json b/landing/lenses/005830.json index 0a93eaef5b24062662a32f9d2ae57231c96498f7..28c77a883cbbb7ff95028c7cebdb43b20df85d50 100644 --- a/landing/lenses/005830.json +++ b/landing/lenses/005830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -636,8 +636,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -689,10 +689,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -702,7 +702,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -804,8 +804,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005850.json b/landing/lenses/005850.json index 3cdfc2a799b03dd489e3030d7a3343a4cc9b0a23..c50c9f126ceea01d0640edea6f190587a9748ee2 100644 --- a/landing/lenses/005850.json +++ b/landing/lenses/005850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1247,8 +1247,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,7 +1456,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1478,7 +1478,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1496,8 +1496,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005860.json b/landing/lenses/005860.json index cc7a8339641ca671458c47067cbda934f9ff4c5d..d9fe276b8239306d3ea53e8da363b9799b7b37cf 100644 --- a/landing/lenses/005860.json +++ b/landing/lenses/005860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005870.json b/landing/lenses/005870.json index 9cd7bc90d65d30b6161590607f9099eebcd080f7..8f97f8b0b359bddf7ab14d3706d22e207718fd90 100644 --- a/landing/lenses/005870.json +++ b/landing/lenses/005870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1220,8 +1220,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005880.json b/landing/lenses/005880.json index 41e2a055c295323329dd4a7775745c1bb8e93157..d58703e2f8a7af3211d45c5da945382e5cf1065b 100644 --- a/landing/lenses/005880.json +++ b/landing/lenses/005880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005930.json b/landing/lenses/005930.json index 2fd2f5db55077e4fe2ee4c2260acf0b5ccc19500..75a3c042a440607391b9efeb42a1daaf3884c56d 100644 --- a/landing/lenses/005930.json +++ b/landing/lenses/005930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005940.json b/landing/lenses/005940.json index b797cd7daddcbcfe32968070181612faee8d65b4..bcb40b78ab5765c6955c13453d529002f10e5dbe 100644 --- a/landing/lenses/005940.json +++ b/landing/lenses/005940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -703,7 +703,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -871,8 +871,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1168,7 +1168,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1186,15 +1186,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/005950.json b/landing/lenses/005950.json index 8af61e8e5cc4e92b5fa939557746e0f249cfcb01..31956d1da47497191bd0745739e7d9ff7d000a7a 100644 --- a/landing/lenses/005950.json +++ b/landing/lenses/005950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005960.json b/landing/lenses/005960.json index 5e80f7b556d72d8a0ad85121e13b23756d7d1d7b..78577cb61165b38e0bd002836642070aa8ce8698 100644 --- a/landing/lenses/005960.json +++ b/landing/lenses/005960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005990.json b/landing/lenses/005990.json index ef15525a74e39d87f768274deeaee9c255503c41..f85caffc0c736f2c7b408479d6a598b79ffb741d 100644 --- a/landing/lenses/005990.json +++ b/landing/lenses/005990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1552,88 +1552,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9f85d4a3e030", - "target": "005990", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006040.json b/landing/lenses/006040.json index 7b1c9875d43081b8a955b665eb5b1dcd0a28c630..ba22f30f8012a3cc9089c6e551f6d9a161688d3d 100644 --- a/landing/lenses/006040.json +++ b/landing/lenses/006040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -913,15 +913,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -946,8 +946,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,17 +992,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1065,13 +1065,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1080,7 +1080,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1114,8 +1114,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1381,12 +1381,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d81b8a21cb5c", + "target": "006040", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.438 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006050.json b/landing/lenses/006050.json index db15fe8677c6c708d24bd40db17d9bcb7cd96543..55052cfdf4e2b80a707a2e81f3b40fecc219f895 100644 --- a/landing/lenses/006050.json +++ b/landing/lenses/006050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 13.59, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 12.75, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 13.59, + "grade": "dCR-A+", + "score": 12.75, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 14.41, + "score": 13.45, "assumptions": { "scenarioStress": "moderate" } @@ -841,6 +841,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -908,10 +913,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 4.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1072,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1085,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1108,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1121,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1125,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1214,8 +1219,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006060.json b/landing/lenses/006060.json index e4d6fc69575d08c472a4e31ca53afdfb9dde1eb6..635a220660d4ee0bdd8563c5fe7f9d7f377f17e6 100644 --- a/landing/lenses/006060.json +++ b/landing/lenses/006060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006090.json b/landing/lenses/006090.json index 9505b9445dd1ecdcf146739a49efb3cc8daea502..1a406a4c62921376714aa76af796b9927c90fad9 100644 --- a/landing/lenses/006090.json +++ b/landing/lenses/006090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1212,8 +1212,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006110.json b/landing/lenses/006110.json index 53d36d872c18843725341c2c272982592b2bff63..8ab90fec86a6abc78d14ee787817fb8fdb8f90ed 100644 --- a/landing/lenses/006110.json +++ b/landing/lenses/006110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -774,14 +774,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -901,10 +901,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1102,8 +1102,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,10 +1127,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006120.json b/landing/lenses/006120.json index 757ec3c4cc5f9bbbda75dd321a615fe28552780a..396901a36c606b2a87cfd4c0f1ae351deed02e0c 100644 --- a/landing/lenses/006120.json +++ b/landing/lenses/006120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006140.json b/landing/lenses/006140.json index eace721fb1796bbd8034f5e64fe4429c8a126f8d..792219ca8cc797316bd281c130269f64463f6fdc 100644 --- a/landing/lenses/006140.json +++ b/landing/lenses/006140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1209,8 +1209,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006200.json b/landing/lenses/006200.json index a3be90e6bf9bc702aeeaf1b59c6c38e95d08a8c0..93abe2d07c9f5e5721e0d2062ab446c660076efd 100644 --- a/landing/lenses/006200.json +++ b/landing/lenses/006200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -913,19 +913,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -946,8 +946,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,17 +992,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1071,7 +1071,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1080,7 +1080,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1114,8 +1114,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006220.json b/landing/lenses/006220.json index cc89ae124e79a0cfdd533afcaea507db1b567a1a..602c2be1ea7b3031bac4d12d33e7ee47eff46dc8 100644 --- a/landing/lenses/006220.json +++ b/landing/lenses/006220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -628,8 +628,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -641,8 +641,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -660,10 +660,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -673,7 +673,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -690,7 +690,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -752,10 +752,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -773,8 +773,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -794,7 +794,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006260.json b/landing/lenses/006260.json index dca8f6db63655b08e837d2a9828f6f68f28b5323..73a249accb7aade74123b77d8d543772acd68ef5 100644 --- a/landing/lenses/006260.json +++ b/landing/lenses/006260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -944,14 +944,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1071,19 +1071,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1104,8 +1104,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1117,7 +1117,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,17 +1150,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1195,7 +1195,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1223,13 +1223,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1238,7 +1238,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1251,10 +1251,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1272,8 +1272,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006280.json b/landing/lenses/006280.json index c1142eb19ad6ef691a76385931b4dba4d0f2b95a..e2286b0f93bdd24c2781af0e9d795f30c9d6b01e 100644 --- a/landing/lenses/006280.json +++ b/landing/lenses/006280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1248,8 +1248,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006340.json b/landing/lenses/006340.json index 831c9ef16df68db747d15e2848f1524b8179e54e..a18c0f66572afb4c71cc6b486d8c5d886e7d58ef 100644 --- a/landing/lenses/006340.json +++ b/landing/lenses/006340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006350.json b/landing/lenses/006350.json index dbf92c654edf188d01ae9127ab3a7725a3d43520..ed97300f0c12d11d6f8ec675f52e8f54c2a80b63 100644 --- a/landing/lenses/006350.json +++ b/landing/lenses/006350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006360.json b/landing/lenses/006360.json index df142454a02f066b063ca88f7810dd67d76f0b2f..591cb9515f826fcdeeacdcb1adcd9313f9f88ee8 100644 --- a/landing/lenses/006360.json +++ b/landing/lenses/006360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1263,8 +1263,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006370.json b/landing/lenses/006370.json index dde9917370ddf7b15bb8c4415ca5bff4d9bc0ea2..4fda6075a5f59e408d6a8f029af00aaddb1e323d 100644 --- a/landing/lenses/006370.json +++ b/landing/lenses/006370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1010,7 +1010,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1358,7 +1358,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1380,7 +1380,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1398,8 +1398,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/006380.json b/landing/lenses/006380.json index 24e4168e1d5b50879dd3b4976aa054990d925b75..258629df0bf9c70e484e736ab21f6e75ce84fd86 100644 --- a/landing/lenses/006380.json +++ b/landing/lenses/006380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -70,10 +70,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -143,7 +143,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -285,7 +285,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -335,7 +335,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -603,13 +603,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -632,35 +632,35 @@ "contribution": 3.02, "sourceRef": "axes.유동성" }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 45.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 4.5, + "sourceRef": "axes.사업안정성" + }, { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 41.1, + "value": 70.44, "unit": "riskScore", - "direction": "positive", - "weight": 30, - "contribution": 12.33, + "direction": "negative", + "weight": 25, + "contribution": 17.61, "sourceRef": "axes.채무상환능력" }, { "id": "axis.자본구조", "label": "자본구조", - "value": 59.09, + "value": 51.09, "unit": "riskScore", "direction": "negative", - "weight": 15, - "contribution": 8.86, + "weight": 20, + "contribution": 10.22, "sourceRef": "axes.자본구조" - }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 50.0, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 5.0, - "sourceRef": "axes.재무신뢰성" } ], "claims": [], @@ -670,14 +670,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/006380/axes/채무상환능력", "status": "derived", - "detail": "위험점수 41.10, 가중치 30%" + "detail": "위험점수 70.44, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/006380/axes/자본구조", "status": "derived", - "detail": "위험점수 59.09, 가중치 15%" + "detail": "위험점수 51.09, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -739,8 +739,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.자본구조" + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" } ], "payload": { @@ -752,49 +752,49 @@ "gradeHistory": [ { "period": "2026", - "score": 44.56, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 37.56, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2025", - "score": 52.81, - "grade": "B+", - "pdEstimate": 4.0 + "score": 56.45, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2024", - "score": 39.09, - "grade": "BB", - "pdEstimate": 1.5 + "score": 45.72, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2023", - "score": 62.08, + "score": 65.5, "grade": "B-", "pdEstimate": 10.0 }, { "period": "2022", - "score": 62.56, + "score": 64.24, "grade": "B-", "pdEstimate": 10.0 }, { "period": "2021", - "score": 57.37, + "score": 55.35, "grade": "B", "pdEstimate": 7.0 }, { "period": "2020", - "score": 43.3, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 40.66, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2019", - "score": 34.83, + "score": 36.64, "grade": "BB+", "pdEstimate": 0.75 } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-16", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-16", "detail": "괴리 판정의 price 입력" } ], @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1110,8 +1110,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,10 +1126,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1144,10 +1144,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006400.json b/landing/lenses/006400.json index 95a377c61dbd485bbcbcda53db2e9a4d677d240e..dc48f517772ff34d6a450da9a7bffa1088c5d3ee 100644 --- a/landing/lenses/006400.json +++ b/landing/lenses/006400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1300,10 +1300,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1354,7 +1354,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1670,88 +1670,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:70083eaa8066", - "target": "006400", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.706 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006490.json b/landing/lenses/006490.json index 4aba56cda1bb649df000e2b5682c6a5595dc4e8f..c9bd1212905e7993320c8320a5fd8101b59c9139 100644 --- a/landing/lenses/006490.json +++ b/landing/lenses/006490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 140.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 300.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006570.json b/landing/lenses/006570.json index e798cdf1db62faef663d57f0bbe949194ef65d92..15ac72b7e486f00a55ee19493a80fc807d0e5ae3 100644 --- a/landing/lenses/006570.json +++ b/landing/lenses/006570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 16.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 16.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006580.json b/landing/lenses/006580.json index 4c7f8bbb345ce3e75980d275df8b188e6dc86903..9cf2671cdaa56eb1b2344b34dc9b52b650348aab 100644 --- a/landing/lenses/006580.json +++ b/landing/lenses/006580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006620.json b/landing/lenses/006620.json index 4f3c2c6680e91fc22a688b0a8506e94c27b0f168..0397c1d7fefb0749048dfc631c0427ee2fb9f500 100644 --- a/landing/lenses/006620.json +++ b/landing/lenses/006620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1244,8 +1244,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006650.json b/landing/lenses/006650.json index 192af2210dd0aa5af58d2c56d1ef52d37bd360b6..032e435d989c6ea3dd78d12504a5bcf25165c398 100644 --- a/landing/lenses/006650.json +++ b/landing/lenses/006650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006660.json b/landing/lenses/006660.json index 93e1ce3dc74300c8694eda95f30c7e9b3ebdec50..05023246412751cc3c79ec6d3605ff6422a06c4b 100644 --- a/landing/lenses/006660.json +++ b/landing/lenses/006660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006730.json b/landing/lenses/006730.json index e095dc34090aded65dad8d7e28df1df4720a3272..f5a1b7c2b554404453a5cf9c50806b9d5a11dbd6 100644 --- a/landing/lenses/006730.json +++ b/landing/lenses/006730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006740.json b/landing/lenses/006740.json index 77df435e52ba0a457eea949ec95aa5099ab3b3a9..d8001ac0330ca048bd1e47d71868c101dd743002 100644 --- a/landing/lenses/006740.json +++ b/landing/lenses/006740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "유동성 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 19.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 18.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1244,8 +1244,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006800.json b/landing/lenses/006800.json index 529bbb34e0d182fdc773c626f71d67949acef08d..5a211570b592bef5d52f8db2f4f67f8565bc24e5 100644 --- a/landing/lenses/006800.json +++ b/landing/lenses/006800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -658,14 +658,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -785,10 +785,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -818,7 +818,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -831,7 +831,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -851,8 +851,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -884,7 +884,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -986,8 +986,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1007,7 +1007,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1015,7 +1015,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1283,7 +1283,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1301,15 +1301,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/006840.json b/landing/lenses/006840.json index 510d31df9950567f3c1c7968859c9e45475c4b3a..99f5e4884edd1a1669c4741c0344ab281c80c6ed 100644 --- a/landing/lenses/006840.json +++ b/landing/lenses/006840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -903,15 +903,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1104,8 +1104,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1371,88 +1371,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c376087b2c1b", - "target": "006840", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.359 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006880.json b/landing/lenses/006880.json index e1890efae446257144927f7890def332e518c37b..56c17590fa7b29fba451ad004b8b173c4ef5ef54 100644 --- a/landing/lenses/006880.json +++ b/landing/lenses/006880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1507,12 +1507,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:bc72c9ff3e71", + "target": "006880", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006890.json b/landing/lenses/006890.json index 96a6471a63f8c6551ea18b9b4c35d2262370acf8..0fd0dcbe132de6436faf878f201e833c19edd15f 100644 --- a/landing/lenses/006890.json +++ b/landing/lenses/006890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.31%). 최근 주가 하락이 반영된 결과", "D/EBITDA 19.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0068Y0.json b/landing/lenses/0068Y0.json index 8e2088bfcc6edacf294446d627073aa2c5841240..60e5bc56b38ece1e7369b27a3c398b7ca01e020f 100644 --- a/landing/lenses/0068Y0.json +++ b/landing/lenses/0068Y0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006910.json b/landing/lenses/006910.json index c9093a7cb031dff4c76b3778db82aefd977304ea..3080ab640c19b6bddf530d04d39599523089e35d 100644 --- a/landing/lenses/006910.json +++ b/landing/lenses/006910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1213,8 +1213,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006920.json b/landing/lenses/006920.json index e7b2e661c8bb1a6b6675ba5b5350cfbdcdd35bc7..3dc3399b2ea31c6b1ee5affc621002e90e70e97a 100644 --- a/landing/lenses/006920.json +++ b/landing/lenses/006920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1265,8 +1265,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006980.json b/landing/lenses/006980.json index 4b2b8790e52930e6ac58ce251a6e8b5edd11629a..14fc288755e0596e477346e543f9677f26f8881c 100644 --- a/landing/lenses/006980.json +++ b/landing/lenses/006980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007070.json b/landing/lenses/007070.json index 416905f00cfa1aeb34fb5eaf6231da0bdc9194ca..683ebf041108cb54aa40624f159f5292940ac4c0 100644 --- a/landing/lenses/007070.json +++ b/landing/lenses/007070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ ] }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1517,7 +1517,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1539,7 +1539,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1557,15 +1557,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/007110.json b/landing/lenses/007110.json index 5f5f3835cec7be1a5fcc987dbdc149aa1c8211d9..abbe4e723f13b6c064c0f4924fd3d62c5df14916 100644 --- a/landing/lenses/007110.json +++ b/landing/lenses/007110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.11%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-02", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-02", "period": null, "status": "derived", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-02", "period": null, "status": "observed", @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1216,8 +1216,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007120.json b/landing/lenses/007120.json index 9ceb38380b00df7475ffb61b220fdfab2b7fd45f..b842e8991319ea74bd83245f033cbc5740ae94ea 100644 --- a/landing/lenses/007120.json +++ b/landing/lenses/007120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2020", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1211,8 +1211,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007160.json b/landing/lenses/007160.json index e22c75e25fed6aa5f6b4cc2ffb302160b032cf60..743ac2a9c32abdd6dde7aa5788a18c7d246a8339 100644 --- a/landing/lenses/007160.json +++ b/landing/lenses/007160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0071M0.json b/landing/lenses/0071M0.json index 7303e216dcb19d5ed5a65d9494b802ddb819d4d1..b69f7ce47d5c07e4b670012fd03abd05364e5589 100644 --- a/landing/lenses/0071M0.json +++ b/landing/lenses/0071M0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -524,7 +524,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -666,8 +666,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007210.json b/landing/lenses/007210.json index 4f518bade6ca1e30eb3d7c4daca1c1b697a6f377..5adc57e49991f8b795eccf4e3c39bb5f202730f3 100644 --- a/landing/lenses/007210.json +++ b/landing/lenses/007210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007280.json b/landing/lenses/007280.json index c6df087a5c3162e2a789d3edc8cc5e969e1e35dd..489e4d45a37c255f1ff108f98c46897c3bc00554 100644 --- a/landing/lenses/007280.json +++ b/landing/lenses/007280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1214,8 +1214,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0072Z0.json b/landing/lenses/0072Z0.json index f257c66b81ac0c69b918f52389d0cc6748bc42a6..57a75f827a9b1cda422ea53ea347d972b86ae787 100644 --- a/landing/lenses/0072Z0.json +++ b/landing/lenses/0072Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -524,7 +524,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -666,8 +666,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007310.json b/landing/lenses/007310.json index 3c09f31b9181549016f405dad75a0e403e0c9a86..f5f15418affad1a1f402bb967da55855544c1c70 100644 --- a/landing/lenses/007310.json +++ b/landing/lenses/007310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007330.json b/landing/lenses/007330.json index a94378287e4ab9f117afb740c0728a7b19719a94..ae2bd6d7894a8327ea3cfda483ff7f6c94e42373 100644 --- a/landing/lenses/007330.json +++ b/landing/lenses/007330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -622,8 +622,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -653,10 +653,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -764,8 +764,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007340.json b/landing/lenses/007340.json index f053a8b2ad414a60ef5322e8720ba1709d479382..3638220accc6e57ed8b4aff3352c29146bb4034e 100644 --- a/landing/lenses/007340.json +++ b/landing/lenses/007340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007370.json b/landing/lenses/007370.json index d2bb8da74451df4f89a39bac6c33b7175905ceba..c40eef596369453ad60459f9f7f65d7fbeabbc00 100644 --- a/landing/lenses/007370.json +++ b/landing/lenses/007370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "유동성 축이 74점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 8.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 8.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1220,8 +1220,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007390.json b/landing/lenses/007390.json index d7d73c7b065b8ce86ac0cc09ccf3ac6e0012ba34..9a17414f6930c693234d5dfcc0ca8656b99b1110 100644 --- a/landing/lenses/007390.json +++ b/landing/lenses/007390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007460.json b/landing/lenses/007460.json index 63c9e71dbe55b493480da794950ccbb7c4fe6c60..55b9961008eeac399be5b937cf25daa8d94cadf8 100644 --- a/landing/lenses/007460.json +++ b/landing/lenses/007460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9999.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9999.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007530.json b/landing/lenses/007530.json index 9085f6fbbc46a1bc2b82a2c4edb84630ad6e7560..8a1215820e0fe0371a0b3dba78cfc4a026f65e86 100644 --- a/landing/lenses/007530.json +++ b/landing/lenses/007530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007540.json b/landing/lenses/007540.json index 0506a0f1ac262cc3de0108a6d40aae0b4cfd6391..9855108954010fcd6d349a0aa184cfcce4294aaf 100644 --- a/landing/lenses/007540.json +++ b/landing/lenses/007540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,10 +988,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1103,8 +1103,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007570.json b/landing/lenses/007570.json index bc6e1cc596807420894191df5ecaf7660430dbd8..5f4d4fd2978aec37620732c517ff46950c1889d8 100644 --- a/landing/lenses/007570.json +++ b/landing/lenses/007570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007590.json b/landing/lenses/007590.json index 61884e3c5ce96e157c69723d7c328dbf38a282b8..6b79955df0e0ca1b02f3a9c630d615314f00cc65 100644 --- a/landing/lenses/007590.json +++ b/landing/lenses/007590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007610.json b/landing/lenses/007610.json index 4e01a0680423cfeb0af347a46f5418ebcc0ff8d0..ef72679e39280745e14fd60b5fd183e5f24ef3d0 100644 --- a/landing/lenses/007610.json +++ b/landing/lenses/007610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 71점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 26.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 20.11%). 최근 주가 하락이 반영된 결과", "D/EBITDA 21.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:bf45014f6350", - "target": "007610", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.91 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/007660.json b/landing/lenses/007660.json index a7a9ec17fb5bd05e7ef422d3eb99a9d37283049f..d9d4e0544566b8aefbe978e60ff1ffd683f81c9c 100644 --- a/landing/lenses/007660.json +++ b/landing/lenses/007660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007680.json b/landing/lenses/007680.json index efa68659b7c75272603bdca535c5ce8ca6ee0baf..fd73f641cd4a29ceda8dddaf6b74f6834a5963d7 100644 --- a/landing/lenses/007680.json +++ b/landing/lenses/007680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1246,8 +1246,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007690.json b/landing/lenses/007690.json index a4c17343fb0d3bfc04ae3837d6be97eb8f2e2ac0..48ab7de86e17f8221987d536740688c60a630a59 100644 --- a/landing/lenses/007690.json +++ b/landing/lenses/007690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007700.json b/landing/lenses/007700.json index c88e64fa690fa8b9b6d5f7fb40a112e9df35c582..819c355269faf97b26b376767a04b6f4be02a5ba 100644 --- a/landing/lenses/007700.json +++ b/landing/lenses/007700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1104,8 +1104,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007720.json b/landing/lenses/007720.json index f54ec5d17d63833d8486e8eb305e085c04536cbe..75439790baecb26c8373ffdbd72bd5c9534a4a83 100644 --- a/landing/lenses/007720.json +++ b/landing/lenses/007720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1511,7 +1511,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1533,7 +1533,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1551,8 +1551,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/007770.json b/landing/lenses/007770.json index 623be2e613d0ef99e5299d66ead8a82b9bc27f26..4e12b4dd5600c841f3edf5fd2dc5599ba04dcbb1 100644 --- a/landing/lenses/007770.json +++ b/landing/lenses/007770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1604,7 +1604,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1626,7 +1626,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1644,15 +1644,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/007810.json b/landing/lenses/007810.json index 28d9645b9ea0f6fa2e40a98ca7c35ff51481cd9d..f774dcf8b21deae76818026844e809a08f2b56d5 100644 --- a/landing/lenses/007810.json +++ b/landing/lenses/007810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 17.96, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 20.37, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 17.96, + "grade": "dCR-A-", + "score": 20.37, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 19.04, + "score": 21.23, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -912,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -936,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1109,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1187,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1264,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1473,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1495,7 +1490,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1513,15 +1508,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/007820.json b/landing/lenses/007820.json index cff4d3d3beac2c02b7c83abe0d7a7f577a8ff406..30e8b3eedcdfa18be7a92f7402940046e1765b95 100644 --- a/landing/lenses/007820.json +++ b/landing/lenses/007820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 12.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 11.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007860.json b/landing/lenses/007860.json index e7df9742bcd7e1189b0bcc6b2634721fe758bdc5..41be95176ec97ebea5cd092fea22d8400b4d8e61 100644 --- a/landing/lenses/007860.json +++ b/landing/lenses/007860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -774,14 +774,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -901,10 +901,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -934,7 +934,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1000,7 +1000,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1102,8 +1102,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,10 +1118,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1136,10 +1136,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007980.json b/landing/lenses/007980.json index 4441e255affd52204c206b5736cab2bea6cf0c5e..705df72c79c8e605136a113013c0963afc896c83 100644 --- a/landing/lenses/007980.json +++ b/landing/lenses/007980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -616,13 +616,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1248,8 +1248,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,7 +1457,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1479,7 +1479,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1497,8 +1497,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/008040.json b/landing/lenses/008040.json index fbebec020432de4c385daec74f8ad6b69f63c90f..6921ae9477a638b2351261e10ffece9ee2b32ec6 100644 --- a/landing/lenses/008040.json +++ b/landing/lenses/008040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1248,8 +1248,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008060.json b/landing/lenses/008060.json index 2e43e315cc4c32f32a95285685b03941869cde39..54a6478eca4804d90bb409336f96399f79df89a4 100644 --- a/landing/lenses/008060.json +++ b/landing/lenses/008060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1115,8 +1115,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008110.json b/landing/lenses/008110.json index 39c6149ae2aba85dd93ed3a8784d2fe6b914571c..d6ef0107495f2ae1b4b6faaaa86aa2dee59fce3a 100644 --- a/landing/lenses/008110.json +++ b/landing/lenses/008110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-27", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-27", "period": "2024", "status": "derived", @@ -1125,7 +1125,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-27", "period": "2024", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1238,8 +1238,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008120.json b/landing/lenses/008120.json index a88fbfece02d4b6cfff090435530d1433003d293..a6ca54a8160db1ddc43a379f0175d0cdd497092d 100644 --- a/landing/lenses/008120.json +++ b/landing/lenses/008120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -483,14 +483,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -605,10 +605,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -626,8 +626,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -651,10 +651,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -669,10 +669,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -683,7 +683,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -691,7 +691,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -707,7 +707,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008250.json b/landing/lenses/008250.json index 19c05a8e704cf039c17e2a776af5fa54fe31d1f4..14f4caf4f16c55685c18eac3418502896190a74a 100644 --- a/landing/lenses/008250.json +++ b/landing/lenses/008250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 10.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 11.11%). 최근 주가 하락이 반영된 결과", "D/EBITDA 33.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1244,8 +1244,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008260.json b/landing/lenses/008260.json index bed91944d572e37d7e0fe82b6f69be3b1dee5ffa..e8161302f3dd1efe08dc3ae6ab05e3eee843154e 100644 --- a/landing/lenses/008260.json +++ b/landing/lenses/008260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -998,8 +998,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,8 +1018,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1127,8 +1127,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008270.json b/landing/lenses/008270.json index 93249e1b5a97cdcadbc987a23839f2a18258662e..374a28e1943f176ac559fc7a7f7a1d2cfd4e728a 100644 --- a/landing/lenses/008270.json +++ b/landing/lenses/008270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -361,13 +361,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -549,14 +549,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -692,8 +692,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -717,10 +717,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -735,10 +735,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -773,7 +773,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -789,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008290.json b/landing/lenses/008290.json index 2f838b6bbd2d694b78ddc22cd874097137e1468c..cefabac58f104229c8bdf0ee5afce5a502c9c7a1 100644 --- a/landing/lenses/008290.json +++ b/landing/lenses/008290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,10 +1018,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1129,8 +1129,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0082N0.json b/landing/lenses/0082N0.json index 67a1a8009893d602b4ee0e491329e5c2e0f35144..410c029ac42949171ecb7dcb651eee107814146f 100644 --- a/landing/lenses/0082N0.json +++ b/landing/lenses/0082N0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008340.json b/landing/lenses/008340.json index dc83185099def7d5fcdc5783189bae6879942263..02853763f4146df82fbb6110d94b30b15079b980 100644 --- a/landing/lenses/008340.json +++ b/landing/lenses/008340.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -423,8 +423,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/008350.json b/landing/lenses/008350.json index 8ed1bb4fccbf214d62f3dc7fbf08531b48f309ac..41ede539ebaceaee0981e6239b15acc8a1b1ddbc 100644 --- a/landing/lenses/008350.json +++ b/landing/lenses/008350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 6.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 5.56%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/008370.json b/landing/lenses/008370.json index 53a58ad9757f862c4080dbb2df1b6874f2221283..0e82710fe8af21e0a115353109757e70444c4e29 100644 --- a/landing/lenses/008370.json +++ b/landing/lenses/008370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1245,8 +1245,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008420.json b/landing/lenses/008420.json index 0c05fab9d061a47331c428c30e4634f7fc563be3..2f84c16eeb01ca4d7701bb97c9a5a6980f67a157 100644 --- a/landing/lenses/008420.json +++ b/landing/lenses/008420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1216,8 +1216,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008470.json b/landing/lenses/008470.json index 19f95d4879adfbd45ff9b3fc88e24459270f64ec..44938c40d165079a3e70bde59a315e0854a9c10b 100644 --- a/landing/lenses/008470.json +++ b/landing/lenses/008470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008490.json b/landing/lenses/008490.json index 068eef8a43b29bee5007d609ce7cd916c9de6b33..40abac8c587d4f7d41b897f7890886f5f26032f5 100644 --- a/landing/lenses/008490.json +++ b/landing/lenses/008490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,10 +1266,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008500.json b/landing/lenses/008500.json index 6b1fb48f2705428b66daf7ecb2442732f8f13819..c23ad670212e864fe432e81a83f49685fca2273f 100644 --- a/landing/lenses/008500.json +++ b/landing/lenses/008500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 89.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 93.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-29", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-29", "period": "2024", "status": "derived", @@ -1132,7 +1132,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-29", "period": "2024", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1243,8 +1243,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008560.json b/landing/lenses/008560.json index d976b02469a9fcb1a1deb936fe56a11385890ca2..454dcd22be8da1f33f85262052638066d35946dd 100644 --- a/landing/lenses/008560.json +++ b/landing/lenses/008560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -558,14 +558,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -680,10 +680,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -719,7 +719,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -830,10 +830,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -851,8 +851,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -876,10 +876,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -894,10 +894,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -908,7 +908,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -932,7 +932,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -948,7 +948,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008600.json b/landing/lenses/008600.json index 06928deccd5f5a3d790abf62ab946215a2bbc750..5454919ba01d6b5c5f26874cbe067053f88097e8 100644 --- a/landing/lenses/008600.json +++ b/landing/lenses/008600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 663.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 655.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008670.json b/landing/lenses/008670.json index 2b2085fd1a1bd07f9bf4f105af3330c00b6187d2..561c4d09bdb9b1a644e1679dc8eed0a205614c47 100644 --- a/landing/lenses/008670.json +++ b/landing/lenses/008670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -626,14 +626,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -769,8 +769,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -794,10 +794,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -812,10 +812,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -826,7 +826,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -834,7 +834,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -850,7 +850,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -866,7 +866,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008700.json b/landing/lenses/008700.json index 1c23b3a0befe384542e2adee4d575a171b290a3d..9f4c52d4d6a5dca284cca67ae5e3dca13852d232 100644 --- a/landing/lenses/008700.json +++ b/landing/lenses/008700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1263,8 +1263,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1472,7 +1472,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1494,7 +1494,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1512,8 +1512,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/008730.json b/landing/lenses/008730.json index 77d9c68918311b258ce0e836356a3cd840a66f78..bf7c5ab8db69edded348147fe8074f398f0b7330 100644 --- a/landing/lenses/008730.json +++ b/landing/lenses/008730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.6점 하향 (PD 16.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.6점 하향 (PD 16.43%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008770.json b/landing/lenses/008770.json index b703dd0faade5ccc73aab750760e268e09152b18..7cf792a953ac799a490d891372d5326ac948dbca 100644 --- a/landing/lenses/008770.json +++ b/landing/lenses/008770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1234,8 +1234,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008800.json b/landing/lenses/008800.json index 0b95d521c1c8b6a974e81d2203cd4dc748299ea3..fa70113d5fd8ae073fd703f051183803f19b5e06 100644 --- a/landing/lenses/008800.json +++ b/landing/lenses/008800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008830.json b/landing/lenses/008830.json index 697e59819e62bcf830d57d1481928840569fc1e2..a3e650ccd57d2a5291879677a56fd5de74b1d95f 100644 --- a/landing/lenses/008830.json +++ b/landing/lenses/008830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 25.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 25.06%). 최근 주가 하락이 반영된 결과", "D/EBITDA 38.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1217,8 +1217,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,10 +1233,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008870.json b/landing/lenses/008870.json index 44d9514f6ed176ab88cdbcba0cd376c14407d54d..c10d04fc1f2fdb1453c49cadeeb87e08366d6b27 100644 --- a/landing/lenses/008870.json +++ b/landing/lenses/008870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/0088D0.json b/landing/lenses/0088D0.json index 042f9827f6484949622ad280b49c5e22c50b73a8..ffd3c779daed84378ba97b54c79516c34512bc1a 100644 --- a/landing/lenses/0088D0.json +++ b/landing/lenses/0088D0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -666,8 +666,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0088M0.json b/landing/lenses/0088M0.json index 5ae797340ac6a0e47ea1b1bbfc2b1cd574161dcd..e666a4d632a2b5c78039351a8c27815db3c8f451 100644 --- a/landing/lenses/0088M0.json +++ b/landing/lenses/0088M0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008930.json b/landing/lenses/008930.json index ea4d2ac45d8dd9bb6beecf27243f7414b3f1733d..748c7bc89083bab2b42ad70995544fb5a803b0e8 100644 --- a/landing/lenses/008930.json +++ b/landing/lenses/008930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -746,10 +746,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -767,8 +767,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,7 +788,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -796,7 +796,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008970.json b/landing/lenses/008970.json index 4028312510d616a70219e19bb0a2bd8c92830969..c60249bf5ea32e7ff5452e647b0fc816e735f9d7 100644 --- a/landing/lenses/008970.json +++ b/landing/lenses/008970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 13.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 11.86%). 최근 주가 하락이 반영된 결과", "D/EBITDA 27.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009070.json b/landing/lenses/009070.json index 184762ef883844eee72f17aa0d9ef910ad3703b6..0b9a12b24f0198bcc9dace991d33800569ebce6a 100644 --- a/landing/lenses/009070.json +++ b/landing/lenses/009070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009140.json b/landing/lenses/009140.json index d21263c2089e68b0a15a1ecdd8589a6939f1fb47..380b6a46fd1a6a0df35353901e754b5697605ffe 100644 --- a/landing/lenses/009140.json +++ b/landing/lenses/009140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009150.json b/landing/lenses/009150.json index bad66608b33e2cd9c599c92cb95082e7aed4d016..153db0ae65a72bb448c82e7896b69df4381d6b90 100644 --- a/landing/lenses/009150.json +++ b/landing/lenses/009150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1154,8 +1154,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1190,7 +1190,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1246,10 +1246,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1267,8 +1267,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009160.json b/landing/lenses/009160.json index e46cc4e28559c17a7166543cb0050b6a1635e39a..8354e1aca959a1e6aba3d1f75835674b33caf9c5 100644 --- a/landing/lenses/009160.json +++ b/landing/lenses/009160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009180.json b/landing/lenses/009180.json index 537c66b60e089b0675b6ce84d6ac478811da39c0..3eb3257c2a5c7396e4b9b7887ca9284fe80e95f1 100644 --- a/landing/lenses/009180.json +++ b/landing/lenses/009180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009190.json b/landing/lenses/009190.json index d67a60581459ee42939dd2f9ee645039dd26bd0f..128f41d8e039ce6e7f2789f239c9361b6c6af88d 100644 --- a/landing/lenses/009190.json +++ b/landing/lenses/009190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1241,8 +1241,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0091W0.json b/landing/lenses/0091W0.json index d24db53a60e1ec197a5b95dc7b8bfe7aca0fbc96..1e48a79a5c24ad1453e61266d5a49d2b77551592 100644 --- a/landing/lenses/0091W0.json +++ b/landing/lenses/0091W0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -666,8 +666,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009200.json b/landing/lenses/009200.json index 5daf6f760d19d3b1f409c4a95f3c1c2e94224692..c00b0461d310bba40ab6607334feafc7d524f87f 100644 --- a/landing/lenses/009200.json +++ b/landing/lenses/009200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009240.json b/landing/lenses/009240.json index 0352393a44e6066403f64cb86cf8546eafa9c31d..df069a5759b2ecf9594f9c2ad3ebf14c91987883 100644 --- a/landing/lenses/009240.json +++ b/landing/lenses/009240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009270.json b/landing/lenses/009270.json index 1f1ea0a9b912eb2104ea1a622bd00eced8340efe..9e61e82736ac77ec8bea39caf67bd292efe19fe4 100644 --- a/landing/lenses/009270.json +++ b/landing/lenses/009270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 11.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 12.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1502,12 +1502,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:baea86e5e84d", + "target": "009270", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.346 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/009290.json b/landing/lenses/009290.json index 386d22a13de746bc9206b7abf934de9f47465651..6d35f08cd3d02cec031a4961ff416571e074b091 100644 --- a/landing/lenses/009290.json +++ b/landing/lenses/009290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009300.json b/landing/lenses/009300.json index 512e9cb580b48a80ea36d890a520eb0ae4a8c363..ff37bf4d21f70180ec5cee9fc88e7eb73433db96 100644 --- a/landing/lenses/009300.json +++ b/landing/lenses/009300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009310.json b/landing/lenses/009310.json index 4baca50d30af98d1f9d9ebf780709b38b1337f74..afafaa2521008259cb12e1b974c9c47107df4968 100644 --- a/landing/lenses/009310.json +++ b/landing/lenses/009310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-11", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-11", "period": "2024", "status": "derived", @@ -1134,7 +1134,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-11", "period": "2024", "status": "observed", @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1245,8 +1245,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009320.json b/landing/lenses/009320.json index a3f5fa943f64aa97fa6f7b509c1ecb2d8a526180..db80ee521ec1fd80688d487adccdb27201b6b117 100644 --- a/landing/lenses/009320.json +++ b/landing/lenses/009320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -769,8 +769,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0093G0.json b/landing/lenses/0093G0.json index afa5993e4fd11087204fb1431244174d925329f5..145d6b6af432289a75a37f04d4f997858fd91829 100644 --- a/landing/lenses/0093G0.json +++ b/landing/lenses/0093G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -666,8 +666,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009410.json b/landing/lenses/009410.json index defb4e503e06a58d27c56f29103c00c8d8cabf8a..4c715f6b6f9cab684c4287ce8b4baa518df45661 100644 --- a/landing/lenses/009410.json +++ b/landing/lenses/009410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009420.json b/landing/lenses/009420.json index fb0f59c57bd3d0b5d174a4c90c4d449509ce6eb8..b1f7c1753d0c465bbadf85194dfe26f93c971f5d 100644 --- a/landing/lenses/009420.json +++ b/landing/lenses/009420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009440.json b/landing/lenses/009440.json index 253632af49469b0a668c7cc3cfca31af45f98703..cc0290d2fc6dd1f11744683fa8d604424d74d89b 100644 --- a/landing/lenses/009440.json +++ b/landing/lenses/009440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -942,7 +942,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1095,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009450.json b/landing/lenses/009450.json index a8d8efb2780439800b0c110ca32ae1cfc088bb6c..103005762fa8fc1aaf9afd0acf614c1c00672c46 100644 --- a/landing/lenses/009450.json +++ b/landing/lenses/009450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1262,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1522,7 +1522,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1544,7 +1544,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1562,8 +1562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/009460.json b/landing/lenses/009460.json index 9b465e73edda3fd997550c516d25090e35fbce69..4f0914a6ebfa2b5d20580245bc27f520efd52674 100644 --- a/landing/lenses/009460.json +++ b/landing/lenses/009460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,10 +1107,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1218,8 +1218,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009470.json b/landing/lenses/009470.json index d4fc1d9f1fc1ec774361e3f926b4bf151215cf58..380a5433c54a80f74540b8ee57bdd1350b956785 100644 --- a/landing/lenses/009470.json +++ b/landing/lenses/009470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a09c013b29fb", + "target": "009470", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.511 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/009520.json b/landing/lenses/009520.json index 5eadb6839ed6f30c50528ffdf492a1f474cb772e..9a9dbefdcc5a76993d8a009b2987aa4ceb65fbb4 100644 --- a/landing/lenses/009520.json +++ b/landing/lenses/009520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1212,8 +1212,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009540.json b/landing/lenses/009540.json index e2fcb283425d3a935ac8b26e8cace381b148334d..48b9c3e99270834a2cd9168f12da739f26054f1c 100644 --- a/landing/lenses/009540.json +++ b/landing/lenses/009540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,14 +618,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -745,15 +745,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -778,8 +778,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -791,7 +791,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -811,8 +811,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -824,17 +824,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -844,7 +844,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -869,7 +869,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -897,13 +897,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -912,7 +912,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -925,10 +925,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -946,8 +946,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -971,10 +971,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -985,7 +985,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -993,7 +993,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1009,7 +1009,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1239,12 +1239,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d2abb05827cc", + "target": "009540", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/009580.json b/landing/lenses/009580.json index 1171991d81129d744e7b8c8f468a9f94a1069a6b..296fe564b35b5af028c7ab1a8bb2fea152b108b7 100644 --- a/landing/lenses/009580.json +++ b/landing/lenses/009580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 20.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 18.96%). 최근 주가 하락이 반영된 결과", "D/EBITDA 37.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,12 +1460,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:55a1617e624d", + "target": "009580", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/009620.json b/landing/lenses/009620.json index fb8d4bc69985e50ca79940b964f17bfa6303080e..6138461fffd8358bfec326943390900cd6203e0b 100644 --- a/landing/lenses/009620.json +++ b/landing/lenses/009620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "자본구조 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 56.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 55.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-08-27", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-08-27", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-08-27", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-27", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009680.json b/landing/lenses/009680.json index 5177ab1742addb7530e25dbfd0e38697a74b04a8..caff98e7beef0ff25e561bbd74728b2554432812 100644 --- a/landing/lenses/009680.json +++ b/landing/lenses/009680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,10 +1134,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1249,8 +1249,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0096B0.json b/landing/lenses/0096B0.json index e1540a2b82be5486d63eaecb1dd386c0787e19ac..e3459944bf79cda657430127dc4821eba01423a3 100644 --- a/landing/lenses/0096B0.json +++ b/landing/lenses/0096B0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0096D0.json b/landing/lenses/0096D0.json index 9f5913180d90d740437191451b794b2b420e1c36..be306584098b275c98f8538d392ec8abd52f8b83 100644 --- a/landing/lenses/0096D0.json +++ b/landing/lenses/0096D0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -655,8 +655,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009730.json b/landing/lenses/009730.json index 3339e5888fa11b8ecb8bd64c9786562c229e0796..629c0153ff7f4a00c8a9c6bf11f3dc12bd12a79d 100644 --- a/landing/lenses/009730.json +++ b/landing/lenses/009730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 157.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 173.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009770.json b/landing/lenses/009770.json index 12870dca97acd53ec28a7e505cf01f7793d632c1..0911cbd2e0f388f9e21462d72cd616806a740e86 100644 --- a/landing/lenses/009770.json +++ b/landing/lenses/009770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1211,8 +1211,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009780.json b/landing/lenses/009780.json index 317373e5d0eb4552824f4626046d4e761046eab8..234b04c5ac9900e91fc6c3854161df3d0bae1bf3 100644 --- a/landing/lenses/009780.json +++ b/landing/lenses/009780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0097F0.json b/landing/lenses/0097F0.json index c107571cc3c67b3f6a3bacd8685655336a410089..ca381aa8077845e7a3e47e7e2b63bf22602c8b99 100644 --- a/landing/lenses/0097F0.json +++ b/landing/lenses/0097F0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -666,8 +666,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009810.json b/landing/lenses/009810.json index 02287c1a548ff717d29102748e713131d5509529..5a018be2d10fcfd7c47cfce896ca33d16a88aebc 100644 --- a/landing/lenses/009810.json +++ b/landing/lenses/009810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1180,8 +1180,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009830.json b/landing/lenses/009830.json index 7eca04961eb5adc444eaf6091f08167e6621381a..2d0f005e9da17de8c0ed79a8de241dd0ee41d802 100644 --- a/landing/lenses/009830.json +++ b/landing/lenses/009830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 45.07, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 46.86, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 45.07, + "score": 46.86, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 46.16, + "score": 47.79, "assumptions": { "scenarioStress": "moderate" } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0098T0.json b/landing/lenses/0098T0.json index d9b5d3c9d5ed8091a208fe3ec8662ce5154adce5..24ddf4870fb25fa72002e2d5670f295f5239b25e 100644 --- a/landing/lenses/0098T0.json +++ b/landing/lenses/0098T0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -666,8 +666,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009900.json b/landing/lenses/009900.json index f694a5a3319bb80fccea2e236abf8e470a7ceaf3..235e6d7bcf2bbb510f0ea73eee0ff7f3a64d31b8 100644 --- a/landing/lenses/009900.json +++ b/landing/lenses/009900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,7 +857,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1032,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,10 +1085,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1200,8 +1200,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009970.json b/landing/lenses/009970.json index 90ae86de0c891ba327e29108660cebf1b592775c..3ff062e45bfea05e4502f705a79227359df61eef 100644 --- a/landing/lenses/009970.json +++ b/landing/lenses/009970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,8 +1104,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0099W0.json b/landing/lenses/0099W0.json index 3d63e5f8a5558728433c2a5c0e70f32ead5cc501..765bd9018423712535963b8bfab65c4531abf342 100644 --- a/landing/lenses/0099W0.json +++ b/landing/lenses/0099W0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -551,10 +551,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -569,10 +569,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -591,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0099X0.json b/landing/lenses/0099X0.json index 9190bd66eb9664c5b5920090344430222c61fde8..5b6bae11729db243c59e4fe11315e6b11c3b1303 100644 --- a/landing/lenses/0099X0.json +++ b/landing/lenses/0099X0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-30", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-30", "period": null, "status": "derived", @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-30", "period": null, "status": "observed", @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -666,8 +666,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010040.json b/landing/lenses/010040.json index 09dc6dec560a315785c54c32db14f3d7164f603e..101f4ecf09c9a7d3fd276582d7fd6bad5e1bf9c6 100644 --- a/landing/lenses/010040.json +++ b/landing/lenses/010040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.62%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,8 +1461,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/010060.json b/landing/lenses/010060.json index 0e415a1970815fc1db868642ab88f967ebe669e1..8405cf6b5fc0454532bf87eddf56533c13353251 100644 --- a/landing/lenses/010060.json +++ b/landing/lenses/010060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -937,7 +937,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1105,8 +1105,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,10 +1121,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1139,10 +1139,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010100.json b/landing/lenses/010100.json index e4a3e9510a38d16b2c48223a3e7b10b28a6dc5a6..03658f11e067047efb01ebaa6b9fe7bb7ac0083d 100644 --- a/landing/lenses/010100.json +++ b/landing/lenses/010100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010120.json b/landing/lenses/010120.json index 65d5dc51f30c4d5324e33341e8627c64b71f9c0e..b90c2d0c77fecaa1ede96140706a83e43d917739 100644 --- a/landing/lenses/010120.json +++ b/landing/lenses/010120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,9 +907,9 @@ "eCR": "eCR-4", "pdEstimate": 0.04, "notchAdjustment": { - "totalNotch": 1, + "totalNotch": 3, "reasons": [ - "시가총액 30조" + "시가총액 30조 (시장 지위)" ], "monotonicGate": "A+" }, @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010130.json b/landing/lenses/010130.json index efcd665ef9db39ee4c52dc15b69173ac3cd6cf78..b7abb81cd59670c732ddb72d59b249f94efd652e 100644 --- a/landing/lenses/010130.json +++ b/landing/lenses/010130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "reasons": [ "중대형기업 (매출 17조)", "캡티브금융 별도 D/EBITDA 0.3x (양호)", - "시가총액 24조" + "시가총액 23조" ] }, "divergenceExplanation": [ @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1222,7 +1222,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1265,8 +1265,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,12 +1466,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:44564d7a7d25", + "target": "010130", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.483 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/010140.json b/landing/lenses/010140.json index b594b4981ef2ef12a093d8fb3f7bb3cb8dcb3e4d..06675c6c97e08214abd1bf6c2c8d8c7dd4b9fa67 100644 --- a/landing/lenses/010140.json +++ b/landing/lenses/010140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1556,12 +1556,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:875bbd6051cb", + "target": "010140", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.852 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/010170.json b/landing/lenses/010170.json index 71672910dac4d33263e0766d00749640e3cd9201..99ce0ef1052b774cee0edb508771cc9bda680527 100644 --- a/landing/lenses/010170.json +++ b/landing/lenses/010170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0101C0.json b/landing/lenses/0101C0.json index ee6ea9726357442a1961a693bda0deba2c3415df..439b35d5c859242e5e3585565ca56c67eac991bc 100644 --- a/landing/lenses/0101C0.json +++ b/landing/lenses/0101C0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -666,8 +666,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010240.json b/landing/lenses/010240.json index a3d5c5703f6cd201c8f3f0944601cfef91c9ba7f..ea5e0531967151fded2e90020e5c8fb856aa872b 100644 --- a/landing/lenses/010240.json +++ b/landing/lenses/010240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010280.json b/landing/lenses/010280.json index e159e5d65f22bc8d148f00beb5a99d52ba33ad2b..967f7bf1f62db35d6a34c58866ca6933687394e4 100644 --- a/landing/lenses/010280.json +++ b/landing/lenses/010280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010400.json b/landing/lenses/010400.json index 24be47eb7e184720b4ff12b6217090e2e1990872..cd1b336b315513e6e07b98e4c33652a63b262fb7 100644 --- a/landing/lenses/010400.json +++ b/landing/lenses/010400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1039,19 +1039,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,17 +1118,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1197,7 +1197,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1206,7 +1206,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1240,8 +1240,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1441,12 +1441,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5d93581e2753", + "target": "010400", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/010420.json b/landing/lenses/010420.json index 21e6b2fbb78cb155f3bc779fdba5b28554d05ef5..ae45024bdbf0161fa895a8ae43e5ed688104cabd 100644 --- a/landing/lenses/010420.json +++ b/landing/lenses/010420.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -423,8 +423,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/010470.json b/landing/lenses/010470.json index 97ba90542d95db0acbd02016daeffc8e67745e39..acfecacb181b0fb5fa142beefb9a5ff79abd355f 100644 --- a/landing/lenses/010470.json +++ b/landing/lenses/010470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1505,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/010580.json b/landing/lenses/010580.json index c358864d592643bfc8609746c5919a334b1562f6..d17b4fae0884aadc7007c0f3978d3dcc8dd51a23 100644 --- a/landing/lenses/010580.json +++ b/landing/lenses/010580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,10 +1132,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1245,8 +1245,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0105P0.json b/landing/lenses/0105P0.json index 11acb638d4d7d95e6cdeafaac6f18c37dedb8a26..6439d6e9e4d79c61c319c36d72a01016d83b7c0c 100644 --- a/landing/lenses/0105P0.json +++ b/landing/lenses/0105P0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010600.json b/landing/lenses/010600.json index 7324eed28b49829208c4ab383a82ccf5dd5185cd..7d951e926820289b41003b6bc1e2a011d96644fb 100644 --- a/landing/lenses/010600.json +++ b/landing/lenses/010600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -544,13 +544,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-23", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-23", "period": "2025", "status": "derived", @@ -974,7 +974,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-23", "period": "2025", "status": "observed", @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1112,10 +1112,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1130,10 +1130,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010620.json b/landing/lenses/010620.json index 1918d850806d91d6fe5caad79e27008a8a9deb89..ebed445dc1b1c50d0be29fbcfc4f8013afdfbe9b 100644 --- a/landing/lenses/010620.json +++ b/landing/lenses/010620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -742,10 +742,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-11-26", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -781,7 +781,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -801,7 +801,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-11-26", "period": "2024", "status": "derived", @@ -822,7 +822,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-11-26", "period": "2024", "status": "observed", @@ -912,10 +912,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -933,8 +933,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -958,10 +958,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -976,10 +976,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -990,7 +990,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -998,7 +998,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010640.json b/landing/lenses/010640.json index 4fc09b2ae1ecf7096416e8820be5bfb7e5ba76e8..ec4fe2cce783a8761bcf510b84d607076d210f20 100644 --- a/landing/lenses/010640.json +++ b/landing/lenses/010640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,7 +927,7 @@ "divergenceExplanation": [ "유동성 축이 51점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.66%). 최근 주가 하락이 반영된 결과", "D/EBITDA 18.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -944,14 +944,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1300,10 +1300,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1354,7 +1354,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010660.json b/landing/lenses/010660.json index 706ff3af4d6ad1645e62d1982a1ff5dfff429f7a..c65b3a63e2c38e0a763b5fbc728f8235affd0ef5 100644 --- a/landing/lenses/010660.json +++ b/landing/lenses/010660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1215,8 +1215,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010690.json b/landing/lenses/010690.json index 0dcae0be1e692b6b6648d6e8556bcb6c00b530be..8c0c527c2998ac3f9ff8c67098f8b4b2aa1a54eb 100644 --- a/landing/lenses/010690.json +++ b/landing/lenses/010690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010770.json b/landing/lenses/010770.json index d8ae8216750e8e354797e2c362dd05486712563f..964412c1e0514d6f8d4ace55c9f15ee257999a24 100644 --- a/landing/lenses/010770.json +++ b/landing/lenses/010770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 31.62, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 29.37, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,14 +827,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 31.62, + "score": 29.37, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 32.24, + "grade": "dCR-BBB+", + "score": 29.99, "assumptions": { "scenarioStress": "moderate" } @@ -850,11 +850,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -931,7 +926,6 @@ }, "divergenceExplanation": [ "유동성 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.08%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -947,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1069,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1115,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1135,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1157,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1193,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1249,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1270,8 +1264,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1295,10 +1289,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1313,10 +1307,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1327,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1335,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1351,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1367,7 +1361,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1691,7 +1685,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1713,7 +1707,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1731,8 +1725,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/010780.json b/landing/lenses/010780.json index 745a052ea5483c996626b5362cb0e250d7ccab0a..fb405b3cc951cbd2551685c410252c3da8b0f268 100644 --- a/landing/lenses/010780.json +++ b/landing/lenses/010780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010820.json b/landing/lenses/010820.json index 1e2180bec7e680a2c42fa17c4f3c645114a70d8a..2faa9e0ab3dec63ed8791b19ac54987538574373 100644 --- a/landing/lenses/010820.json +++ b/landing/lenses/010820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,14 +622,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -770,8 +770,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -791,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010950.json b/landing/lenses/010950.json index 11b100ce6e34682db2c4c457e305aad7d72b102e..537366128a48591dd1df7c071120d24811397c51 100644 --- a/landing/lenses/010950.json +++ b/landing/lenses/010950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1611,7 +1611,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1633,7 +1633,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1651,8 +1651,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/010960.json b/landing/lenses/010960.json index bbe2b2ad49553fda9254f5f171d9b625b7dbf3be..27d2e671c174d7797ee70de0a58f8d688ebe14ab 100644 --- a/landing/lenses/010960.json +++ b/landing/lenses/010960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 4.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 3.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:58d9389b2cac", - "target": "010960", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.328 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/011000.json b/landing/lenses/011000.json index 12ea9346e49ea9bb37d3c0a1a73023b77c66b414..defdca244474a74849a5e6812d44c21f5ee97918 100644 --- a/landing/lenses/011000.json +++ b/landing/lenses/011000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1742.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1729.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-21", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-21", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-21", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1180,8 +1180,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011040.json b/landing/lenses/011040.json index d15c7089f6e8ac22d8992fde5e58b52c00ab1c0e..77fef734284f31bc97dbf6863c96e9aae4aa160f 100644 --- a/landing/lenses/011040.json +++ b/landing/lenses/011040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1263,8 +1263,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011070.json b/landing/lenses/011070.json index 417452eda2f49eea18f8361a17e2d5ebe691b5ff..f262770b36029c9c8ef5a83234c43d82c5e8e3cf 100644 --- a/landing/lenses/011070.json +++ b/landing/lenses/011070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011080.json b/landing/lenses/011080.json index c2f0d213be886b5cd23aa9739b2819b0fe4c14a7..70589b0c72f16d6a65fe512686b71fc8cc34cd0c 100644 --- a/landing/lenses/011080.json +++ b/landing/lenses/011080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 75.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 76.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011090.json b/landing/lenses/011090.json index 8d4ad63dba8f7da253ad15fed1206814ccd85e84..89b9f5877e55c21dde90e71df6ad859a9b7103fb 100644 --- a/landing/lenses/011090.json +++ b/landing/lenses/011090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "현금흐름 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 77.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 69.79%). 최근 주가 하락이 반영된 결과", "D/EBITDA 43.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011150.json b/landing/lenses/011150.json index a9f9162850a007debb7a22cd91668ce663856284..007d92ef8c0dfd0f6e3278f67e5a0afd3af10903 100644 --- a/landing/lenses/011150.json +++ b/landing/lenses/011150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011160.json b/landing/lenses/011160.json index 821b000235422ca736d6109bac1dd4daa190cccc..b489a0e2cfea31b2735e575a78eb380c5a731846 100644 --- a/landing/lenses/011160.json +++ b/landing/lenses/011160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011170.json b/landing/lenses/011170.json index 83ef0293d8b68e1532b647a032f7e337d3ce7549..b4f9e661b7fce1937a6c8bd04119841f9609b580 100644 --- a/landing/lenses/011170.json +++ b/landing/lenses/011170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011200.json b/landing/lenses/011200.json index 9ed6d85b78197ac23d7bfe28dc67a6edc8d05f23..41ad2fee810175300d9c768a3a484d18bcf371cd 100644 --- a/landing/lenses/011200.json +++ b/landing/lenses/011200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011210.json b/landing/lenses/011210.json index 62c5641f33a9bd39426e9aed75b2fb966ae0e55a..c8f161a4aff3c1fcb69d27b03e4214c7fdd8a0a1 100644 --- a/landing/lenses/011210.json +++ b/landing/lenses/011210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011230.json b/landing/lenses/011230.json index 45a7a439213ae373b4bbd5004787e232a2139946..8cb0538b4df03cfb39d601463c773ae129369c55 100644 --- a/landing/lenses/011230.json +++ b/landing/lenses/011230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "유동성 축이 87점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 50.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 47.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1182,8 +1182,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011280.json b/landing/lenses/011280.json index 3e218a22ddf8626f0c278ffcc8c5cbc0725ea8a6..5f3760444364e701bebab1aeba843fced11ca980 100644 --- a/landing/lenses/011280.json +++ b/landing/lenses/011280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011300.json b/landing/lenses/011300.json index afee338cc056fd50881fdc0770b5da7861491896..0e662adaaa8d63b4c01fa6bb42a79eba070237ce 100644 --- a/landing/lenses/011300.json +++ b/landing/lenses/011300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -841,7 +841,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 35.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1184,8 +1184,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011320.json b/landing/lenses/011320.json index 0d82cda504eb20ddadf990d1ced6959e8172a0db..4c6c3c005007ab9921251008e017c0f8f8bf4d58 100644 --- a/landing/lenses/011320.json +++ b/landing/lenses/011320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,88 +1460,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7d6c39225be4", - "target": "011320", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/011330.json b/landing/lenses/011330.json index 8585deef7cf073b31d722693c123db7f7b1408e5..3e640bc692863ef3a9dd3267b8142639925e2638 100644 --- a/landing/lenses/011330.json +++ b/landing/lenses/011330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011370.json b/landing/lenses/011370.json index 7182bde57d5ac4dcc04cb6cb119314315a10b7a9..5dc2d160b321a8b7d993693440006e9721f13394 100644 --- a/landing/lenses/011370.json +++ b/landing/lenses/011370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,7 +1459,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1481,7 +1481,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1499,15 +1499,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/011390.json b/landing/lenses/011390.json index ddf1fe54ce6f5ff41b65b06ea76227bd820934cf..10b818db71e277206728e55669ba372489cde8d0 100644 --- a/landing/lenses/011390.json +++ b/landing/lenses/011390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 12.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 13.35%). 최근 주가 하락이 반영된 결과", "D/EBITDA 30.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1262,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,88 +1463,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1059cb29310d", - "target": "011390", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/011400.json b/landing/lenses/011400.json index 45f9780bef9b6e4c2e9fa5350a8079217af65390..82bd9bb58fae315d087f04e310b83f2e9a613f95 100644 --- a/landing/lenses/011400.json +++ b/landing/lenses/011400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011420.json b/landing/lenses/011420.json index eaecd84f58d4904ea955d6f9cd550b12d5f57137..c99dd1e782ed5e870d5e4aa06c7bf86c47d837d7 100644 --- a/landing/lenses/011420.json +++ b/landing/lenses/011420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1068,8 +1068,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1099,10 +1099,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1210,8 +1210,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011500.json b/landing/lenses/011500.json index e02b0874518ba5db30b3be5fa60f1124bc632ece..f66b6ffa2e60a38efbaa9b6602de9081728f2be4 100644 --- a/landing/lenses/011500.json +++ b/landing/lenses/011500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1220,8 +1220,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011560.json b/landing/lenses/011560.json index 674ebdc60c6fe7be1a0be44c4e0ed42216ea8d28..889d5d862668c41378add156ba8252c0f81fbcae 100644 --- a/landing/lenses/011560.json +++ b/landing/lenses/011560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0115H0.json b/landing/lenses/0115H0.json index cb235cb222680927a1826166a0a2fb591333bc66..13207b7c1e6bb1b9cf4850bb43e066936a9696a6 100644 --- a/landing/lenses/0115H0.json +++ b/landing/lenses/0115H0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011690.json b/landing/lenses/011690.json index 65f2325af628bdba521aa144bce308a276ee5c5f..e7622f4ff669a4fa82dad3165aa38a0c1903bba4 100644 --- a/landing/lenses/011690.json +++ b/landing/lenses/011690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 34.82, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 31.35, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 34.82, + "grade": "dCR-BBB-", + "score": 31.35, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 35.18, + "grade": "dCR-BBB-", + "score": 31.65, "assumptions": { "scenarioStress": "moderate" } @@ -905,12 +905,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 8.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1243,8 +1243,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011700.json b/landing/lenses/011700.json index fee1ec11ab0d55b8ca8f734bdbb5aa35fcc63249..09b2ce575231e9ca434f43c6d5607f464f448e1a 100644 --- a/landing/lenses/011700.json +++ b/landing/lenses/011700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011760.json b/landing/lenses/011760.json index b79ee493d5bc7b29804062fcd396a1fc4367de7d..43c8dc46f3142afa7cfaf67af54c9061c63b57e2 100644 --- a/landing/lenses/011760.json +++ b/landing/lenses/011760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011780.json b/landing/lenses/011780.json index 7c3ff40ba7eb3ccbc7cd267fc881316ede9a9664..75988b8c44c2b34eb4c444acb60192c8c2d83402 100644 --- a/landing/lenses/011780.json +++ b/landing/lenses/011780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011790.json b/landing/lenses/011790.json index 88c8cb26e5ad925a8cf123811e29dc5379ac205e..d8348ac96e384e438f79936531971457a5ab2c19 100644 --- a/landing/lenses/011790.json +++ b/landing/lenses/011790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1241,8 +1241,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0117P0.json b/landing/lenses/0117P0.json index 799c9a99c2664cae70f7e5f76bc8c6d201780ccb..84215672439bbd31f861385b08aa8516186a6147 100644 --- a/landing/lenses/0117P0.json +++ b/landing/lenses/0117P0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011810.json b/landing/lenses/011810.json index 1f4eb7e5b77c530581401dd4436999b8c8615523..b79f0dcf1d1ef87f06a1c8a3dad89b336eefdf55 100644 --- a/landing/lenses/011810.json +++ b/landing/lenses/011810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1234,8 +1234,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011930.json b/landing/lenses/011930.json index 33842a2391c2ab15f8f78e6a53dc2abdd3c22265..7b7d17dd7b2ba35a24a7d7063c14df154cb0dcca 100644 --- a/landing/lenses/011930.json +++ b/landing/lenses/011930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 47점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 13.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 12.92%). 최근 주가 하락이 반영된 결과", "D/EBITDA 174.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,15 +1061,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1262,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1514,12 +1514,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ecddc44adae2", + "target": "011930", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.58 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/012030.json b/landing/lenses/012030.json index 3eb769d087d77a66f35e0e25252ea47414da0a3f..04537c531888665316cc150f8b656d9e2b9d6ba0 100644 --- a/landing/lenses/012030.json +++ b/landing/lenses/012030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1249,8 +1249,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0120G0.json b/landing/lenses/0120G0.json index 4ab5da9a298148b3e8e73707a8ed7324f5c8f9d6..854bd95e7c1b932646be9e8486cdd6af1a934e76 100644 --- a/landing/lenses/0120G0.json +++ b/landing/lenses/0120G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012160.json b/landing/lenses/012160.json index e30bb7f43326cb08fe5c18d60b63b1c619557754..a99c257af5bde0db63aed37d45111de1d2e4b6b9 100644 --- a/landing/lenses/012160.json +++ b/landing/lenses/012160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012170.json b/landing/lenses/012170.json index 16892841409aa7296c4cd757ed5c7fbece60e91f..9837b168100b767f5a2853d2a5e1022c827f4f3c 100644 --- a/landing/lenses/012170.json +++ b/landing/lenses/012170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 15.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 12.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1181,8 +1181,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1390,7 +1390,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1412,7 +1412,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1430,8 +1430,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/012200.json b/landing/lenses/012200.json index 6a767c660174e7da1ce3fc3c6c836574420d9e65..f2c3139aac765fa2d2a9cf5a1bebc958e3274435 100644 --- a/landing/lenses/012200.json +++ b/landing/lenses/012200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1262,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,10 +1296,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012210.json b/landing/lenses/012210.json index b335af3ea986cfb37f69190ca9b357074d2ee8db..69c63febe5b48e79d180ecd38ac2d6045f34cc61 100644 --- a/landing/lenses/012210.json +++ b/landing/lenses/012210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025Q4", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025Q4", "status": "derived", @@ -433,13 +433,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -610,14 +610,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -737,10 +737,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -756,8 +756,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -787,10 +787,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -800,7 +800,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -809,7 +809,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -898,8 +898,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012280.json b/landing/lenses/012280.json index b39c2356453ca37c67f32d3f24188852c9f5c014..1eca69b6ba6c7119e5260fc33b338fad5d390865 100644 --- a/landing/lenses/012280.json +++ b/landing/lenses/012280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,10 +1108,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1219,8 +1219,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012320.json b/landing/lenses/012320.json index ca67d7347978bf875296bfe65e204b830445c25a..6884c37f43a183c955902a4227c60504ca15c598 100644 --- a/landing/lenses/012320.json +++ b/landing/lenses/012320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1104,8 +1104,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012330.json b/landing/lenses/012330.json index f9e7f1c4391d3c12662f0b7abfe6dc56b07ca450..70ead7428f77469243ef5bdf28eff6d241960ab8 100644 --- a/landing/lenses/012330.json +++ b/landing/lenses/012330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 7.87, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA-", + "summary": "dCR 위험점수 8.87, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA", - "score": 7.87, + "grade": "dCR-AA-", + "score": 8.87, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA-", - "score": 8.24, + "score": 9.24, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.02, + "pdEstimate": 0.03, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", @@ -930,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1258,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1600,88 +1595,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:955435b1d129", - "target": "012330", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/012340.json b/landing/lenses/012340.json index c50e98fff8d24000afb57cf7eef71201c79b65ea..f70a1e236a0807899f6bfe5dc003e6e658dd942c 100644 --- a/landing/lenses/012340.json +++ b/landing/lenses/012340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 143.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 148.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012450.json b/landing/lenses/012450.json index 6caea1894525d952f2e2c43993deafeb2ad31925..67794629d4aaa9bca18b0e67ddeda24011dae2ba 100644 --- a/landing/lenses/012450.json +++ b/landing/lenses/012450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012510.json b/landing/lenses/012510.json index 9d64fd98cc6fbb4ca491a424b308bea96d8477e3..7c7ce46cbf75fa56208bd94ff5a550ed7cdd3a6e 100644 --- a/landing/lenses/012510.json +++ b/landing/lenses/012510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-25", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-25", "period": "2025", "status": "derived", @@ -1145,7 +1145,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-25", "period": "2025", "status": "observed", @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012580.json b/landing/lenses/012580.json index 354cfde449885a1efd2f95756adc956b21e1d17e..d1d39b0c6d5ea878dc424afe491abbcc864e5fe3 100644 --- a/landing/lenses/012580.json +++ b/landing/lenses/012580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012600.json b/landing/lenses/012600.json index f42ea01461c770319b7a8d85a9ea23ecf3cc4a2c..e0516842b38f2612280baf50d8ec31792fa02ad5 100644 --- a/landing/lenses/012600.json +++ b/landing/lenses/012600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1220,8 +1220,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012610.json b/landing/lenses/012610.json index d81e2f8e45d870f8201e8ff6df040517085e16ab..8052fd5efffd5190b15af09d84c7b9de659d1306 100644 --- a/landing/lenses/012610.json +++ b/landing/lenses/012610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1555,12 +1555,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:aba389037f8e", + "target": "012610", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.37 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/012620.json b/landing/lenses/012620.json index 463490e37140701a9baf8f31e35d4adf0c589fef..69489422dc445918233d07bed4128718ff5bae38 100644 --- a/landing/lenses/012620.json +++ b/landing/lenses/012620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -769,8 +769,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012630.json b/landing/lenses/012630.json index 3f2cc9db6ad1ceba42c3be64d83f2063f662be2c..32a3b053e974e52418ffd667bfa2399af06b030a 100644 --- a/landing/lenses/012630.json +++ b/landing/lenses/012630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -900,19 +900,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -933,8 +933,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,17 +979,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1052,13 +1052,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1067,7 +1067,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1101,8 +1101,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012690.json b/landing/lenses/012690.json index ad8387b296ece9ae1179647e25cf83ad72b3f928..eb3d275afd817bfa284d03c2c88ce4b29ebea87e 100644 --- a/landing/lenses/012690.json +++ b/landing/lenses/012690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1214,8 +1214,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0126Z0.json b/landing/lenses/0126Z0.json index dd25944b21c3079b8eeb814b4433a48787a5561b..632e5544941fde1bdac00af36834e7f5d60ae6e3 100644 --- a/landing/lenses/0126Z0.json +++ b/landing/lenses/0126Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -347,14 +347,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -474,10 +474,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -506,8 +506,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -546,7 +546,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -614,10 +614,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -635,8 +635,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -656,7 +656,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -664,7 +664,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012700.json b/landing/lenses/012700.json index 495939e71d920c38245923bc1d790716f06386ec..d5e565e619cbf48c22c3ecb2136a10486c0b496e 100644 --- a/landing/lenses/012700.json +++ b/landing/lenses/012700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -945,14 +945,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1160,8 +1160,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1196,7 +1196,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1252,10 +1252,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1273,8 +1273,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012750.json b/landing/lenses/012750.json index a296c4e04635adfbb3998a6af914fb6d97381202..e4473cd9797f537d5f91271a196c5d0184aee6dd 100644 --- a/landing/lenses/012750.json +++ b/landing/lenses/012750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012790.json b/landing/lenses/012790.json index 87e90dac7098e611a553060632968b5515a62d33..fea3bb29ba11ec9d1dd81eea29a316df783c79af 100644 --- a/landing/lenses/012790.json +++ b/landing/lenses/012790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1212,8 +1212,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012800.json b/landing/lenses/012800.json index aee8c90214cac85aa35d7e5a0dc6a06258374d75..94c1d02e79edf281a6f94e4b94fc7598fe16aa53 100644 --- a/landing/lenses/012800.json +++ b/landing/lenses/012800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012860.json b/landing/lenses/012860.json index ec8480c1798612ba65fc200e09928797533df187..881f82db2887e59fb234219fa628e01c48c8f464 100644 --- a/landing/lenses/012860.json +++ b/landing/lenses/012860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1213,13 +1213,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1262,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0129K0.json b/landing/lenses/0129K0.json index 7463a1ac5bd145e42b35ee2f69ff2746e6d9d504..85186733e71659ac15afda8ac41b696e020c8f13 100644 --- a/landing/lenses/0129K0.json +++ b/landing/lenses/0129K0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -552,8 +552,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013000.json b/landing/lenses/013000.json index 6b434a8f62804ef9c71230e90d15ef194dc9b3d2..d9e3253510ec1287c6bd3f065de63ddce4b139a8 100644 --- a/landing/lenses/013000.json +++ b/landing/lenses/013000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1241,8 +1241,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013030.json b/landing/lenses/013030.json index 9805d97935b0e4525a0a1601970866bdb604aae3..48f0e6aa2879e6e0c220acb6bc7c96329b8c94d8 100644 --- a/landing/lenses/013030.json +++ b/landing/lenses/013030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1246,8 +1246,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0130D0.json b/landing/lenses/0130D0.json index 00e095178e4cadf4a7ee636dbb32d8ab3796c462..c28e231d85078ac2e190a2b74139439fc00d1bf8 100644 --- a/landing/lenses/0130D0.json +++ b/landing/lenses/0130D0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -552,8 +552,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/0130H0.json b/landing/lenses/0130H0.json index 86ccda2161bb0638a227471631dd0801714a5d6d..b214c1cca976a2bf363473d32e46d58f8c9f1747 100644 --- a/landing/lenses/0130H0.json +++ b/landing/lenses/0130H0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -552,8 +552,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013120.json b/landing/lenses/013120.json index 6bf20b7730dc9b71725e1f7d15f5cfdcc71efe28..00d94b29ae47bd83f827b701b07c3e81f588bf57 100644 --- a/landing/lenses/013120.json +++ b/landing/lenses/013120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0131D0.json b/landing/lenses/0131D0.json index 52d9e1395dabe85ac68fb68240ebbf3d4b767525..4a07c838972615dd552d486825ca329e959bc382 100644 --- a/landing/lenses/0131D0.json +++ b/landing/lenses/0131D0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -552,8 +552,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/0132G0.json b/landing/lenses/0132G0.json index 0e102cb7fd2abf0ca3c82d8141f43095a866fa59..2bb6267bf4433b28cac9bcd9da3054bb17d76528 100644 --- a/landing/lenses/0132G0.json +++ b/landing/lenses/0132G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -655,8 +655,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013310.json b/landing/lenses/013310.json index 9b69635714d47f2469326d178a49b886a484cc81..581ca1327dd73ebffc1c07d5079d1d5f56ba8aff 100644 --- a/landing/lenses/013310.json +++ b/landing/lenses/013310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/013340.json b/landing/lenses/013340.json index e924d812b10c6514650869d5ae6d079c81e330a3..5b9734e6958085b2e5b23b0c6374de8c9d5e7067 100644 --- a/landing/lenses/013340.json +++ b/landing/lenses/013340.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -423,8 +423,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013360.json b/landing/lenses/013360.json index 212c01593d78034842f79305f66b0a9c4b7bce8e..fe817c9ddfc89eab3b697fcdf64d2389b7adba4d 100644 --- a/landing/lenses/013360.json +++ b/landing/lenses/013360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 13.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 13.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0134X0.json b/landing/lenses/0134X0.json index 79e47323ea852c07209d34c519d6a2ea2e349b0b..772d32d7ccf8b862b837f030000ef4560489cecb 100644 --- a/landing/lenses/0134X0.json +++ b/landing/lenses/0134X0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013520.json b/landing/lenses/013520.json index 6cf02b85e96c9fac583f1f23a40d1721e99de722..cd35ca949529c5439aa6fd2786a10a729ba3fb42 100644 --- a/landing/lenses/013520.json +++ b/landing/lenses/013520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1164,8 +1164,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1388,7 +1388,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1410,7 +1410,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1428,8 +1428,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/013570.json b/landing/lenses/013570.json index 12f5e15b18a84d4361f262bdc96473a48704e5e2..2acefde5f87fa391fcbb01833b61af28d8961e92 100644 --- a/landing/lenses/013570.json +++ b/landing/lenses/013570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,10 +988,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,8 +1103,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013580.json b/landing/lenses/013580.json index c0cc2b81edc27d0c11c1cfc2bec0511bf0c7b55b..cf7a844406339a5bfa143ac4ba4aa2b311c97804 100644 --- a/landing/lenses/013580.json +++ b/landing/lenses/013580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013700.json b/landing/lenses/013700.json index 2b09b9fc4315a97eb9a15fcc7605b18242378e49..e9e66d826a20f78302c8a6c0159b51902b8ddd56 100644 --- a/landing/lenses/013700.json +++ b/landing/lenses/013700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -746,10 +746,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -767,8 +767,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,7 +788,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -796,7 +796,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013720.json b/landing/lenses/013720.json index e5b95e398a9534ec13c4b7ba7a160f99ea5a25c4..a66c9662597e6daf09bb3829f135c9c573de5d2e 100644 --- a/landing/lenses/013720.json +++ b/landing/lenses/013720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/013810.json b/landing/lenses/013810.json index 7fa4e481d6f8ffe2e8272c262023cf35bea7ba85..1a41b06d2f7433382359d361ccc237302e87dd2b 100644 --- a/landing/lenses/013810.json +++ b/landing/lenses/013810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013870.json b/landing/lenses/013870.json index 81b3385ab7ee9aa2957f85252766e3f0495d33c1..fbc758511915531c6d5ae5518f15b44339c63c39 100644 --- a/landing/lenses/013870.json +++ b/landing/lenses/013870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1599,88 +1599,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5287d9b78fe1", - "target": "013870", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.805 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/013890.json b/landing/lenses/013890.json index fb4364f42162d4e59a5c1c50c2a8bc38de776540..b8d9ad2af88b1b446e1467f7c2c6b1ac2d6173c1 100644 --- a/landing/lenses/013890.json +++ b/landing/lenses/013890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1244,8 +1244,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013990.json b/landing/lenses/013990.json index 0b3921a060dd397f2b273c6f6300cd9795a26b71..acdb17ae160a2566a12e5a70472eb1f8aa5c0541 100644 --- a/landing/lenses/013990.json +++ b/landing/lenses/013990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014100.json b/landing/lenses/014100.json index e172f6ba81c8ed94acf98af80e99ac3f01fcc847..22907aa2eedd886e9521f8ccdb913ce8cfad20b9 100644 --- a/landing/lenses/014100.json +++ b/landing/lenses/014100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 10.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 11.09%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1262,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014130.json b/landing/lenses/014130.json index 8793ed93d07ad2a14c6bf55690d3dd0df864a65b..18f519f5caf3d741c608de594404458009cb89f0 100644 --- a/landing/lenses/014130.json +++ b/landing/lenses/014130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014160.json b/landing/lenses/014160.json index acc143f4e053ae2a9e795efe0099976ca2a55c43..34f7be5349b22188a07c7c210dfe8d7365fec113 100644 --- a/landing/lenses/014160.json +++ b/landing/lenses/014160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-16", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-16", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1222,8 +1222,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014190.json b/landing/lenses/014190.json index 4255852af231435860ca925031bdf5fe1bb02c49..b53d973a277709ecd1ed201b27f1da321a55e5d0 100644 --- a/landing/lenses/014190.json +++ b/landing/lenses/014190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,7 +1602,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1624,7 +1624,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1642,8 +1642,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/014200.json b/landing/lenses/014200.json index de2ebd1ac86e49caf97e34518435b327acffcca7..4adfb2a0a52e0727f4dc8b8221c2b2a4470d940c 100644 --- a/landing/lenses/014200.json +++ b/landing/lenses/014200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-11-25", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-11-25", "period": "2025", "status": "derived", @@ -1128,7 +1128,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-11-25", "period": "2025", "status": "observed", @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1239,8 +1239,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,10 +1264,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014280.json b/landing/lenses/014280.json index f25ea18b7ed5a5ddec55d1291877fab5dc78a6fa..d85881511932c68b7691478aa1f7238d1fa4a335 100644 --- a/landing/lenses/014280.json +++ b/landing/lenses/014280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,8 +1508,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/014440.json b/landing/lenses/014440.json index 7c2c8adec990a1d34d2ee06b1aed7574f5495f8b..49a1c83d3b08b694e6f749c3741caac69556d0ce 100644 --- a/landing/lenses/014440.json +++ b/landing/lenses/014440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014470.json b/landing/lenses/014470.json index 5468a053b407fcd4403699b7b926ddecf3e85924..5369cb6510daaf91f12bc0aa9c6d3e7e6ebb8c87 100644 --- a/landing/lenses/014470.json +++ b/landing/lenses/014470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014530.json b/landing/lenses/014530.json index f46d0936a3f38463d012ff8a785f4be896d1805c..14f00abb5a4d5be54c72079dc07684f44e6f2047 100644 --- a/landing/lenses/014530.json +++ b/landing/lenses/014530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6f248a555706", + "target": "014530", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014570.json b/landing/lenses/014570.json index ef79396e243697e45b602e30e5626429c18cf3ea..d01cb255e0adda009b70529f212beacbd3b0eebe 100644 --- a/landing/lenses/014570.json +++ b/landing/lenses/014570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1098,10 +1098,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1209,8 +1209,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014580.json b/landing/lenses/014580.json index 4960748dc217adcbb14b7d655c1e732edac53925..39ad75e70eebc8acb7cf73c72ad3226358ded46c 100644 --- a/landing/lenses/014580.json +++ b/landing/lenses/014580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/014620.json b/landing/lenses/014620.json index 16c7fe83a8359e294019bd1e782ae5529844dd52..4ced7b4bf5a45fb44dd8d38e3d9a111519868a6e 100644 --- a/landing/lenses/014620.json +++ b/landing/lenses/014620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014680.json b/landing/lenses/014680.json index 39fc158ba65315ad7bd3e88eefcee3c5d6d3598e..f4a5302e2b7c9d35b4be51902ea62866f73e30a1 100644 --- a/landing/lenses/014680.json +++ b/landing/lenses/014680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014710.json b/landing/lenses/014710.json index 8342db17897e545632cd32be1b318c259ffa6b91..751c62b93b6a91876ce815703cc75d1b115f529b 100644 --- a/landing/lenses/014710.json +++ b/landing/lenses/014710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014790.json b/landing/lenses/014790.json index e8748f777ed7fa55d54dbeb67f9268af1c01c476..45ac46aeafcd40d94c95018313bbed6aae9a79e7 100644 --- a/landing/lenses/014790.json +++ b/landing/lenses/014790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1263,8 +1263,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014820.json b/landing/lenses/014820.json index 749bc427c94aa22a8b07359180c64af0896e3d89..f871df90c0f7cf29c535b80f60493639a3bd025d 100644 --- a/landing/lenses/014820.json +++ b/landing/lenses/014820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014830.json b/landing/lenses/014830.json index 50e89f609915e25b367f1543ef0783ff2eac7d20..18f644a8b1930ad80e05a88f51e38fa4e4db6869 100644 --- a/landing/lenses/014830.json +++ b/landing/lenses/014830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014910.json b/landing/lenses/014910.json index 4b1d42ee059d961c9a19fb044fca3d668df02013..7a862a5a1a91b6066c3d3c0872a866a271fa574f 100644 --- a/landing/lenses/014910.json +++ b/landing/lenses/014910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014940.json b/landing/lenses/014940.json index 5418226a6a6d2ad9447e246c8c867f7684a4505b..072b68d51a5a1281d5d9c4dfaba8b834568df119 100644 --- a/landing/lenses/014940.json +++ b/landing/lenses/014940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -742,10 +742,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -763,8 +763,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,10 +788,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -806,10 +806,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -828,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -844,7 +844,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014950.json b/landing/lenses/014950.json index a38a3e0d4fe2daa30381ec9976ca78d16927977b..1c2a27cfb415ba7d678751d6a465481e28860278 100644 --- a/landing/lenses/014950.json +++ b/landing/lenses/014950.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -396,10 +396,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -428,8 +428,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -448,8 +448,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -468,7 +468,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -536,15 +536,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -557,8 +557,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -586,7 +586,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/014970.json b/landing/lenses/014970.json index 9c15fdacfbd6766f3af34666e912ecd0c4ff7a91..9045ec65e187dc77dd95d4aa7e56d6a796ab0f07 100644 --- a/landing/lenses/014970.json +++ b/landing/lenses/014970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1249,8 +1249,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014990.json b/landing/lenses/014990.json index eadf86f282b6127e4fa41db1670a0260c272b030..197d5ab4666b2ca04dd7f127d5d8e90fd8fdbde7 100644 --- a/landing/lenses/014990.json +++ b/landing/lenses/014990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 15.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 17.87%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015020.json b/landing/lenses/015020.json index 34e717e4a0829cb7bba1f7908c34e73570307705..b5c5bfb88441cfa2f5f6925e33caf7f2798ca2cf 100644 --- a/landing/lenses/015020.json +++ b/landing/lenses/015020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 13.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 14.28%). 최근 주가 하락이 반영된 결과", "D/EBITDA 86.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-26", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-26", "period": null, "status": "derived", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-26", "period": null, "status": "observed", @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1215,8 +1215,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015200.json b/landing/lenses/015200.json index e89e8c2ac559e1230894ddd81363fa76cf5dc9a4..936bac6537f63353ff23eaac4fa7be98d56d8182 100644 --- a/landing/lenses/015200.json +++ b/landing/lenses/015200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -614,8 +614,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015230.json b/landing/lenses/015230.json index 3ea672d96c6b0e2851de1618b7b1aa7d48a69a55..aa5f38908c00a361ce04f0a7a9503d206ba50ce2 100644 --- a/landing/lenses/015230.json +++ b/landing/lenses/015230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015260.json b/landing/lenses/015260.json index 05c52471ef0f26d27b6880ec2bbfeb28a5d5d73f..7c25d9f5fd132586ab91d8e5d9f05aee681e6c5f 100644 --- a/landing/lenses/015260.json +++ b/landing/lenses/015260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 60.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 62.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1181,8 +1181,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015360.json b/landing/lenses/015360.json index 5e93ab50d21d61ae6abb030f90bd4eb4f079f4c1..d92741eb02eb00702609e7718060f786ecc92766 100644 --- a/landing/lenses/015360.json +++ b/landing/lenses/015360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015590.json b/landing/lenses/015590.json index 89b458f3d596793f8997af05252e4b26cfaf0edf..cc57f10c7befdd2d4ff32a62cdb92c307d7060c9 100644 --- a/landing/lenses/015590.json +++ b/landing/lenses/015590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1351,7 +1351,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1671,8 +1671,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0155E0.json b/landing/lenses/0155E0.json index 61853255cd420bc86c15cc8fe7e2e1f8e71ef688..ee38600754326efe2dcf8dbd33d604a11046bc01 100644 --- a/landing/lenses/0155E0.json +++ b/landing/lenses/0155E0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2026", @@ -36,10 +36,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -353,10 +353,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -385,8 +385,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -405,8 +405,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -425,7 +425,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -493,10 +493,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -514,8 +514,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -539,10 +539,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -557,10 +557,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -571,7 +571,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -579,7 +579,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -595,7 +595,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -611,7 +611,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0156T0.json b/landing/lenses/0156T0.json index 435694cd5289b695764f7aaa4a42f259c982d610..2f88b846b5bf127ba4b12750f2a72ac3285d4382 100644 --- a/landing/lenses/0156T0.json +++ b/landing/lenses/0156T0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/015710.json b/landing/lenses/015710.json index 633cd6cff2e48b42ae285926dffbcc89d0f8b242..b21f758152879a9d203ae6450ee2dad076424c3c 100644 --- a/landing/lenses/015710.json +++ b/landing/lenses/015710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1243,8 +1243,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015750.json b/landing/lenses/015750.json index ddd9972806a8a306e1f858022a66cf953602d2ef..a6179fab2bfc396002c65f1feddb27dac4a88620 100644 --- a/landing/lenses/015750.json +++ b/landing/lenses/015750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1200,13 +1200,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1249,8 +1249,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015760.json b/landing/lenses/015760.json index db1829f050239486e6bc642c96b07911d99abc4f..e9677d8f53ec74625653539d13f5378dee1c8a65 100644 --- a/landing/lenses/015760.json +++ b/landing/lenses/015760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 8.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 9.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1512,12 +1512,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:622f1782100f", + "target": "015760", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.572 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/015860.json b/landing/lenses/015860.json index c70504e83fe39c3de03101dbe1241e59e0ccc1b2..dcc7dff5aad3e510651ec7020eb42717c42d40ce 100644 --- a/landing/lenses/015860.json +++ b/landing/lenses/015860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,8 +1104,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015890.json b/landing/lenses/015890.json index ccd94ccb060fa1d9603c2ff0a089226f7a8ccc32..ec5713354379cef8ddd07a30bc98ca4471d71f4c 100644 --- a/landing/lenses/015890.json +++ b/landing/lenses/015890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016090.json b/landing/lenses/016090.json index 6df14169eae2234e58a0b7901ffbe71a2041ad7d..cba11c591a09517fdbbf5e9ba17d792ebbd807a2 100644 --- a/landing/lenses/016090.json +++ b/landing/lenses/016090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1213,8 +1213,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016100.json b/landing/lenses/016100.json index 2bd92e7d19a3bf75a4b2422c9c21c0ce5ca36cbf..85352996112de2d8e322df7827f623fba9daf210 100644 --- a/landing/lenses/016100.json +++ b/landing/lenses/016100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 27.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 26.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1180,8 +1180,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1389,7 +1389,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1411,7 +1411,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1429,8 +1429,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/016250.json b/landing/lenses/016250.json index 0ae31ec670aa7340f4ae5323641f4a8559a02a04..7c91a3bdf68b2c6160baa1e4efb7ccddda6168d4 100644 --- a/landing/lenses/016250.json +++ b/landing/lenses/016250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016360.json b/landing/lenses/016360.json index a9a59d19c3b204ad8862e820cacba19dc5ddedc1..aec60add92e153ebc4a843e051fe7c7e734d03d4 100644 --- a/landing/lenses/016360.json +++ b/landing/lenses/016360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -703,7 +703,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -871,8 +871,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1168,7 +1168,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1186,15 +1186,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/016380.json b/landing/lenses/016380.json index f12d8a750997d8fde0064d55ee081af54649356d..af7f141a37fc76566b5a3a744a087c987db12be9 100644 --- a/landing/lenses/016380.json +++ b/landing/lenses/016380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1262,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1471,7 +1471,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1493,7 +1493,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1511,8 +1511,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/016450.json b/landing/lenses/016450.json index 8e18ab9b19d17e2f558d4c1484891a9bfcaec9f6..2c769a3c2ade67cc26a507154633cd8948f410a2 100644 --- a/landing/lenses/016450.json +++ b/landing/lenses/016450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0164H0.json b/landing/lenses/0164H0.json index 6f2dc438d7e709ed13245a88b3650021653707a1..c231ff17fc8eb8060fa9274a646a8add6dd06dbf 100644 --- a/landing/lenses/0164H0.json +++ b/landing/lenses/0164H0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/016580.json b/landing/lenses/016580.json index a7c192692e1ffa291501a530953495b88b5aa9ce..af883ed8ce5ce7c9dcf597cda89302ca487126d8 100644 --- a/landing/lenses/016580.json +++ b/landing/lenses/016580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -747,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -768,8 +768,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -793,10 +793,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -807,7 +807,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -815,7 +815,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016590.json b/landing/lenses/016590.json index 01ead7b615d4730499e94ff3ae7823f417282fe1..afa2ddfb5466fb6c858b8bb6e5a9b12131e8784e 100644 --- a/landing/lenses/016590.json +++ b/landing/lenses/016590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0165X0.json b/landing/lenses/0165X0.json index e8499ca9395abfc021b26356dce3798b8e5219bb..e7acdd52cdb36fbf793ca9a418fad10dce97d575 100644 --- a/landing/lenses/0165X0.json +++ b/landing/lenses/0165X0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/016600.json b/landing/lenses/016600.json index 645fa883d44b693912be817be215bb42b47140dc..b53d4635a75585bc4c092fcac9f0d4c932b4d69d 100644 --- a/landing/lenses/016600.json +++ b/landing/lenses/016600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -368,13 +368,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -474,14 +474,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -601,10 +601,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -620,8 +620,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -633,8 +633,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -651,10 +651,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -673,7 +673,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -741,10 +741,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -762,8 +762,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -778,10 +778,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -796,10 +796,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -818,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -826,7 +826,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -842,7 +842,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016610.json b/landing/lenses/016610.json index 5f6d51700d3bb44b87e2bfc17a15ca920f2583bc..88f0bc31e893ca41cb1d053620956d0a3baee82d 100644 --- a/landing/lenses/016610.json +++ b/landing/lenses/016610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -750,7 +750,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -918,8 +918,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016670.json b/landing/lenses/016670.json index f1b970d7ec4d43562e9374d67bad77c1ee4769e1..d8357be522d2558042490a3df1a974f1afd09620 100644 --- a/landing/lenses/016670.json +++ b/landing/lenses/016670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1245,8 +1245,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016710.json b/landing/lenses/016710.json index 40ee2be1b52435ea57a5a80620e50a1fff4ca5e5..bc494f61611bdc9071853c10b7b91e160ddd0614 100644 --- a/landing/lenses/016710.json +++ b/landing/lenses/016710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016740.json b/landing/lenses/016740.json index 84d91c80ac5f32a24576fcd9106dd8255ed9f3a8..7bab2f3b9ecb0bc6493ad7dca0139c461158dfda 100644 --- a/landing/lenses/016740.json +++ b/landing/lenses/016740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016790.json b/landing/lenses/016790.json index 376c747f31b72ff2d6f81bc886e551a0b9f53330..0b22894b0219a1f4af5e963c6c532a83512f294c 100644 --- a/landing/lenses/016790.json +++ b/landing/lenses/016790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1193,8 +1193,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1218,10 +1218,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016800.json b/landing/lenses/016800.json index f2666df988abe6135f17644b86afeb946ab56e1d..217ea976887753cff10051e1e8c1d12e38a94c95 100644 --- a/landing/lenses/016800.json +++ b/landing/lenses/016800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016830.json b/landing/lenses/016830.json index 7cfdab5321c812bb976ea8fef0f6d7288bc8c6c6..dd178fccf8f3d5089fe4d9162c37004a04dd487e 100644 --- a/landing/lenses/016830.json +++ b/landing/lenses/016830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -292,13 +292,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -480,14 +480,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -623,8 +623,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -648,10 +648,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -666,10 +666,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -680,7 +680,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -688,7 +688,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -704,7 +704,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016880.json b/landing/lenses/016880.json index 69145fc5a7c6b1f8d9e23980943485c350dfc335..78ef49826c314fae53082df03aa9b8e537c21274 100644 --- a/landing/lenses/016880.json +++ b/landing/lenses/016880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1114,8 +1114,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1359,7 +1359,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1381,7 +1381,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1399,8 +1399,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/016920.json b/landing/lenses/016920.json index 3a7eded816f49614600ff90f63698b8a09f799fc..f0c20ae00cd362f7ff8414824f8be0b095780bba 100644 --- a/landing/lenses/016920.json +++ b/landing/lenses/016920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1501,88 +1501,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:087cd3ebfbee", - "target": "016920", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/017000.json b/landing/lenses/017000.json index ef69bb9bd697599302fb32424405a680cab1a6fa..34db352659a1743490fad6e5f863b14c9e3354dd 100644 --- a/landing/lenses/017000.json +++ b/landing/lenses/017000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1216,8 +1216,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017040.json b/landing/lenses/017040.json index d4eb0af2f88881e0016a6830f94debb6a4e904ff..dcab45e53d919438e3978800db4329ddad700997 100644 --- a/landing/lenses/017040.json +++ b/landing/lenses/017040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-07", "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-07", "period": "2023", "status": "derived", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-07", "period": "2023", "status": "observed", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1234,8 +1234,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017180.json b/landing/lenses/017180.json index 3402c3145c9ddfd3b800c8b6dc1b24bbd4b39f2d..b43d36b7c64e34d6ccda37ea209557d6f7d7455b 100644 --- a/landing/lenses/017180.json +++ b/landing/lenses/017180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1265,8 +1265,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017250.json b/landing/lenses/017250.json index 1a524db9311fe37209b57cd90290987bbccc2bea..ccf1b355b14db4be2378dd632db86554dc37a59a 100644 --- a/landing/lenses/017250.json +++ b/landing/lenses/017250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017370.json b/landing/lenses/017370.json index 1f3dd236d842df4befce4d2672066885c0cf38a1..3dae03b51841675865e6b933d737a36b732fff60 100644 --- a/landing/lenses/017370.json +++ b/landing/lenses/017370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017390.json b/landing/lenses/017390.json index 0e500f7079a26144b8c987657eb7428d3679f06e..0a531d2291e1e0cd5dd0ce0690d73567919453ac 100644 --- a/landing/lenses/017390.json +++ b/landing/lenses/017390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1504,12 +1504,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e790c79493a8", + "target": "017390", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/017480.json b/landing/lenses/017480.json index c4dbba04c92b5997b4212b77e3fd2ed3bdb8e2b5..6a3c99210d01f8d4db958cf4430e4c611de8a601 100644 --- a/landing/lenses/017480.json +++ b/landing/lenses/017480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1213,8 +1213,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017510.json b/landing/lenses/017510.json index 3700c476da03a64db2baa212458c4f11b2f9c1cb..5a39608a5cc24f054da2b1786d004dd8712c88e6 100644 --- a/landing/lenses/017510.json +++ b/landing/lenses/017510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1213,8 +1213,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017550.json b/landing/lenses/017550.json index c9eca25328c474c7a478e151d6633375b2e83b32..0f983bb325b6712d4d9dffa6547412487d8ede75 100644 --- a/landing/lenses/017550.json +++ b/landing/lenses/017550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1263,8 +1263,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017650.json b/landing/lenses/017650.json index 5b3287c4608ebe4dff65b4ef9e4022079c795418..e0d0376ae84ef8773488c5b31104ca8e8d59fc18 100644 --- a/landing/lenses/017650.json +++ b/landing/lenses/017650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-17", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/017670.json b/landing/lenses/017670.json index c05730fa76ee94c65b26c31db96311532ac8b355..d7b051dd1fb6e1a2ece210cbbcaec19e6d33f23e 100644 --- a/landing/lenses/017670.json +++ b/landing/lenses/017670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017680.json b/landing/lenses/017680.json index 85e8376b4b69e227c4a0cab8021406e30b500bde..fc775254c0c99271a93c1a648df575f47ca7159e 100644 --- a/landing/lenses/017680.json +++ b/landing/lenses/017680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -551,10 +551,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -569,10 +569,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -591,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017800.json b/landing/lenses/017800.json index 78e396b8ea654f354f0ac9038edfa58b8f2eb066..72e246fd6d198750aa9ce6d77a29331b6f0b89d8 100644 --- a/landing/lenses/017800.json +++ b/landing/lenses/017800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017810.json b/landing/lenses/017810.json index 50de6b214f3f6a48cbb49b3109d509a0a03a4207..7bd643e692f7ad47236935c1bf6da4ff20ecab46 100644 --- a/landing/lenses/017810.json +++ b/landing/lenses/017810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1548,12 +1548,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:46f02ff9636a", + "target": "017810", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.584 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/017860.json b/landing/lenses/017860.json index fe2a9a1bff8ac50f01db536f838f6bb41f721a15..2cda1b1cf298dd48bc7fc00d80fbc4436e797c22 100644 --- a/landing/lenses/017860.json +++ b/landing/lenses/017860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 15.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 16.17%). 최근 주가 하락이 반영된 결과", "D/EBITDA 41.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -960,10 +960,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1161,8 +1161,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,10 +1177,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1518,7 +1518,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1540,7 +1540,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1558,8 +1558,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/017890.json b/landing/lenses/017890.json index 73a3c56cd54c93a4edb9e228ebe03e15c35e6655..3ea4464589988553d66fbedce467330b150cb56c 100644 --- a/landing/lenses/017890.json +++ b/landing/lenses/017890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1167,8 +1167,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,10 +1183,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1201,10 +1201,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017900.json b/landing/lenses/017900.json index 05f93dfc87b71ab89a2cfbfed7240aa72a73b9a6..f3a550671dfba4d323594338b8b5d6da61deb6fd 100644 --- a/landing/lenses/017900.json +++ b/landing/lenses/017900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1562,7 +1562,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1584,7 +1584,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1602,15 +1602,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/017940.json b/landing/lenses/017940.json index 3678c52b34bf8ab38cdcab392b723897e066dc75..03485d8d16fd78b6a248967b59f54fd98de17d47 100644 --- a/landing/lenses/017940.json +++ b/landing/lenses/017940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017960.json b/landing/lenses/017960.json index 41a786aeeb94cbd516706ec77d1c5d70d18bd44e..fdc76357c4c11f4eca0b5bae1e1e0548cf1db064 100644 --- a/landing/lenses/017960.json +++ b/landing/lenses/017960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1103,8 +1103,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1137,10 +1137,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1489,7 +1489,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1511,7 +1511,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1529,8 +1529,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/018000.json b/landing/lenses/018000.json index e7f1499ff5a823e86a767522971255823aec9231..4a6ceae5463681ddd03e2a054e0822a34caada2d 100644 --- a/landing/lenses/018000.json +++ b/landing/lenses/018000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 53.92, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 50.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 53.92, + "score": 50.54, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 54.34, + "score": 50.99, "assumptions": { "scenarioStress": "moderate" } @@ -912,7 +912,6 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 10.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1255,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1285,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018120.json b/landing/lenses/018120.json index 7732638027b7435a6302d4fd89ea888dc1b28eaa..810834fe9907751f3c616d1a20c4efd94c71b1ab 100644 --- a/landing/lenses/018120.json +++ b/landing/lenses/018120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018250.json b/landing/lenses/018250.json index b9a06457a61d188e02bd1df0dbc322da2d2509d6..877a8da470b39625cbddbf6e1cc5e7c798c1f477 100644 --- a/landing/lenses/018250.json +++ b/landing/lenses/018250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1042,19 +1042,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,17 +1121,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1243,8 +1243,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018260.json b/landing/lenses/018260.json index 3b499ee2f85de590e45480a5786d379e48aeecda..b824d6f2c240a9e67a90cc74c40773990204f28b 100644 --- a/landing/lenses/018260.json +++ b/landing/lenses/018260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018290.json b/landing/lenses/018290.json index d358b31e13efece41b819352975fe0feddc9db1f..ee66a4e4aa1ce894c65e469183e6ae9ee74cfe7c 100644 --- a/landing/lenses/018290.json +++ b/landing/lenses/018290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018310.json b/landing/lenses/018310.json index a1a70190b4e5ee83e5c62b3c5f1c1de393c7318f..7960d5a25bd4b6266a48e5d5e293e73234e3d9ab 100644 --- a/landing/lenses/018310.json +++ b/landing/lenses/018310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/018470.json b/landing/lenses/018470.json index 87a17d48680e46bf51679abeaed84e4f028ec8f7..9feb816e9c40cffea5ff1f9cf56c0d1188314883 100644 --- a/landing/lenses/018470.json +++ b/landing/lenses/018470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,10 +1107,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1218,8 +1218,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018500.json b/landing/lenses/018500.json index 9115f17df6fe0e5f12e865b04e6edc4b5653e3f6..d419db024d6dc7cb9671774b88383e5ef7b33238 100644 --- a/landing/lenses/018500.json +++ b/landing/lenses/018500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1247,8 +1247,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018620.json b/landing/lenses/018620.json index f99c235b6dba06c11337f9fb8f9e37e6666f5128..1a9674e577004b0ee5baf90c1ca4ce33666345a3 100644 --- a/landing/lenses/018620.json +++ b/landing/lenses/018620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1246,8 +1246,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018670.json b/landing/lenses/018670.json index fd10017ac012bf932e6ac983ae6aa2e73ec8438b..b146806783db3b990a364bc6a33ecf121de1b2cf 100644 --- a/landing/lenses/018670.json +++ b/landing/lenses/018670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018680.json b/landing/lenses/018680.json index 0a31b0a4f7cad2c36cda82085830e1e604d2f03e..a08639f3ea96abd146467faa79770f34fa88ac1b 100644 --- a/landing/lenses/018680.json +++ b/landing/lenses/018680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1215,8 +1215,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018700.json b/landing/lenses/018700.json index 234828023b787522f295751faf112132479b19e8..4353769b3fc1a005bc8299743cb4dca604366a7a 100644 --- a/landing/lenses/018700.json +++ b/landing/lenses/018700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -139,7 +139,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -160,7 +160,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -192,7 +192,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2018", "status": "derived", @@ -421,13 +421,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -639,14 +639,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -766,10 +766,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -799,8 +799,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -812,7 +812,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -832,8 +832,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -852,10 +852,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -865,7 +865,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -890,7 +890,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -946,10 +946,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -967,8 +967,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1005,7 +1005,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018880.json b/landing/lenses/018880.json index 163156ae3a09848d91cbc3d07c2a55d2dd18c5e8..975c3a6510afe1d4fb1cc9258a44a597f1af50fa 100644 --- a/landing/lenses/018880.json +++ b/landing/lenses/018880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1265,8 +1265,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1299,10 +1299,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019010.json b/landing/lenses/019010.json index e970e361c56274d12d4ca4c0bd367d4eebbf5aa0..116aaa504a9de50949fd215fd92497dd6ebf89b1 100644 --- a/landing/lenses/019010.json +++ b/landing/lenses/019010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019170.json b/landing/lenses/019170.json index 9eb18570c7d6a26e407f2b538e962ccd09c23f5b..81c6f1b7ebb4f06d10d36c0fcb6932ff3fa8fa56 100644 --- a/landing/lenses/019170.json +++ b/landing/lenses/019170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,7 +897,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1039,19 +1039,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,17 +1118,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1191,13 +1191,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1206,7 +1206,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1240,8 +1240,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019180.json b/landing/lenses/019180.json index b7517c2162e54a136885ef602bfc407a96f1cfab..d355d9b826b0f95751e8b1a9f46af2896e794a5b 100644 --- a/landing/lenses/019180.json +++ b/landing/lenses/019180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/019210.json b/landing/lenses/019210.json index d15077dddef91933561baeb93b2e53ecf390cb0e..10d6ad3c01deb4a6a81c5d9c22f42f7746bffa18 100644 --- a/landing/lenses/019210.json +++ b/landing/lenses/019210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -617,14 +617,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -744,10 +744,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -765,8 +765,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -786,7 +786,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -794,7 +794,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019440.json b/landing/lenses/019440.json index 159a353f56699ca210e8924ca5fcd8cea5e85d3b..cf7f076e9a7c65323f90e17b13c15452fe12d0dd 100644 --- a/landing/lenses/019440.json +++ b/landing/lenses/019440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-21", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-21", "period": "2025", "status": "derived", @@ -1133,7 +1133,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-21", "period": "2025", "status": "observed", @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1246,8 +1246,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019490.json b/landing/lenses/019490.json index 6b6bf43b8e554dcbe4ede8219e54d1d44f93d184..03f35fb931d45489c65f63315db606b05ea823e8 100644 --- a/landing/lenses/019490.json +++ b/landing/lenses/019490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 255.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 272.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-11-21", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-11-21", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-11-21", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1179,8 +1179,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019540.json b/landing/lenses/019540.json index 4d73f0b39ee1ab53ed4accce2576eae4f890a3c2..cd1149e11430a1669814e1fe2b00763b965b41ba 100644 --- a/landing/lenses/019540.json +++ b/landing/lenses/019540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1608,7 +1608,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1630,7 +1630,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1648,8 +1648,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/019550.json b/landing/lenses/019550.json index 6201dee119e0dcae1bb7619db2beae728e56f216..a9adac78798d1035ddde6c23b89ac0f62065c898 100644 --- a/landing/lenses/019550.json +++ b/landing/lenses/019550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,14 +609,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -736,10 +736,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -755,8 +755,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -786,10 +786,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -799,7 +799,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -808,7 +808,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -897,8 +897,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -926,7 +926,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019570.json b/landing/lenses/019570.json index 2583de1e3bc36cda38faf278ed4d4729c6e6c384..9946cde0902fd1557270dd948527f6dfd74e7244 100644 --- a/landing/lenses/019570.json +++ b/landing/lenses/019570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2021", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -919,8 +919,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -964,17 +964,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -984,7 +984,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1001,7 +1001,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1035,13 +1035,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1050,7 +1050,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019660.json b/landing/lenses/019660.json index fdfb212c8acf7315a2e2af0b635123abc3e85894..d53790df8b46c226f6716a0f3419ce1598dbcfbe 100644 --- a/landing/lenses/019660.json +++ b/landing/lenses/019660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 15.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 15.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1214,8 +1214,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019680.json b/landing/lenses/019680.json index 5e39f310c38edc9c2c66a12eb4bda5f8dac7745d..837a97c142dbb6a98048b09c9e7db20e8bc3feb6 100644 --- a/landing/lenses/019680.json +++ b/landing/lenses/019680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 13.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.14%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1244,8 +1244,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019770.json b/landing/lenses/019770.json index c1970ce8e88919aa7b9bfe8680164846f14e9a45..795618cad9f0376d21775d4c66408251179cb8c8 100644 --- a/landing/lenses/019770.json +++ b/landing/lenses/019770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1194,13 +1194,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1243,8 +1243,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019990.json b/landing/lenses/019990.json index e66a7cec7d03866798ae5b5ea3115917d5eb5d67..f6012c5b5ec5cce1afbdaeb1f954e44b0304f4c3 100644 --- a/landing/lenses/019990.json +++ b/landing/lenses/019990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/020000.json b/landing/lenses/020000.json index 940988bf1bbde0278740bdfa0a543d5f25e4c9d2..0562b60c92efa65bf1d9dd1d14a3202cb434509d 100644 --- a/landing/lenses/020000.json +++ b/landing/lenses/020000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020120.json b/landing/lenses/020120.json index d8a816ace356e1b815709a3504f2e118295e6332..263cc6bbc6e283597bd98910ae055f06bb2e13f3 100644 --- a/landing/lenses/020120.json +++ b/landing/lenses/020120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020150.json b/landing/lenses/020150.json index 394348f601f170824dc2a9d4e390f5e341d5b194..90d77c42633b7f799e2361a06145d441ea09310c 100644 --- a/landing/lenses/020150.json +++ b/landing/lenses/020150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/020180.json b/landing/lenses/020180.json index 693941cf525d3df1de8de5be7f8bd8f81f9c3973..1e8bada6f4b4544c6cf86e8744d4dd0ee06faf88 100644 --- a/landing/lenses/020180.json +++ b/landing/lenses/020180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1214,8 +1214,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0203K0.json b/landing/lenses/0203K0.json index 16c4c8c9f275242d7d472c10c6472f57df13d9b9..f4c3f6cc479b5874abc296c0e1df5be18fb733c5 100644 --- a/landing/lenses/0203K0.json +++ b/landing/lenses/0203K0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/020400.json b/landing/lenses/020400.json index ea65336d794f36be4873ecdcffa85d49a2f4cfba..6b568b7e07019d2145f6ce759d3ffddf03d0927a 100644 --- a/landing/lenses/020400.json +++ b/landing/lenses/020400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 76점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 20.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 21.04%). 최근 주가 하락이 반영된 결과", "D/EBITDA 243.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1215,8 +1215,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,10 +1231,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1249,10 +1249,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020560.json b/landing/lenses/020560.json index caf9e96fe19ce273a0335df1d47ebdd23c7cbd96..2a0b425d0bb1815a99413d8b5cf85780ecdc0f74 100644 --- a/landing/lenses/020560.json +++ b/landing/lenses/020560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1167,8 +1167,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020710.json b/landing/lenses/020710.json index 9c14d756cf2a92331f17f8f5c196f5a3557ae587..edabc05d9076c3da1144517242c1357d2dd19b90 100644 --- a/landing/lenses/020710.json +++ b/landing/lenses/020710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020760.json b/landing/lenses/020760.json index 24f873565dea51045fe3caa1cd9626b7fec7b66c..a929c626d8ddb470b89c187aaa20d24c0c69df1b 100644 --- a/landing/lenses/020760.json +++ b/landing/lenses/020760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1230,8 +1230,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021040.json b/landing/lenses/021040.json index 24566a0d561bec0b0f0d40b0b35280d25c51e33f..911489a59c5d85bd5a5cd62be305c6f4ca97b05f 100644 --- a/landing/lenses/021040.json +++ b/landing/lenses/021040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 27.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021050.json b/landing/lenses/021050.json index 3f927e009868b1703278d7170c0634367cae4c19..e0e1bdf9c6d37ccc866db5c67a426fa3e4e021f6 100644 --- a/landing/lenses/021050.json +++ b/landing/lenses/021050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1154,8 +1154,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1190,7 +1190,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1246,10 +1246,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1267,8 +1267,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,10 +1292,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021080.json b/landing/lenses/021080.json index 94dcc810f56ef1a266845505e58716488edd7ce5..e42cbca7bc897e42da68daa702a164c3d8fd74a2 100644 --- a/landing/lenses/021080.json +++ b/landing/lenses/021080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -935,8 +935,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -955,8 +955,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1064,8 +1064,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1085,7 +1085,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1093,7 +1093,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021240.json b/landing/lenses/021240.json index 24cc5a850d3d71105cb4ab1927a2ac86865bf108..2bd450b20f374c646ee243eacb1fbdd4be933874 100644 --- a/landing/lenses/021240.json +++ b/landing/lenses/021240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021320.json b/landing/lenses/021320.json index 148c16ca685b3668a5d937948f98b3e30a7944ef..a1f729bfb1d8feeb219556fab2ded7fb771fdf49 100644 --- a/landing/lenses/021320.json +++ b/landing/lenses/021320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1007,8 +1007,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1027,8 +1027,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1136,8 +1136,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021650.json b/landing/lenses/021650.json index b62d3b27c441853c3207b9a793e7ab9dc45fcaf1..0670191c479fda8d9a3984bfcb5a3146f5093713 100644 --- a/landing/lenses/021650.json +++ b/landing/lenses/021650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,14 +622,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -770,8 +770,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -791,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021820.json b/landing/lenses/021820.json index ad4a4bb140a7b54e1df03576553010baca7aa33a..c1debaad2603a08c63fddce792258e67603ba3f6 100644 --- a/landing/lenses/021820.json +++ b/landing/lenses/021820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1233,8 +1233,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021880.json b/landing/lenses/021880.json index 4e6d8fd6710820d09b0e9f2f22b5d28c83aabd6b..a0310c036c55264d9e9e67d453b02e3c454f61bc 100644 --- a/landing/lenses/021880.json +++ b/landing/lenses/021880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -384,13 +384,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -490,14 +490,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -617,10 +617,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -638,8 +638,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -659,7 +659,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -667,7 +667,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021960.json b/landing/lenses/021960.json index 68cb2d0f02b6d0d35824844edf942b7350f1d94f..e4de0eb3db3c7d219f0d8461bdbbfcee23a45f51 100644 --- a/landing/lenses/021960.json +++ b/landing/lenses/021960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/022100.json b/landing/lenses/022100.json index 3e99621b5cf57dbe459286558fd1ad8257921c57..187012b41ea91630d2d1914f2c2e51fa02032c6b 100644 --- a/landing/lenses/022100.json +++ b/landing/lenses/022100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/022220.json b/landing/lenses/022220.json index aabd7777cd556eea668085b893a7d6035d6611f3..a4ef148997e30f05d51332410863128f5d57a772 100644 --- a/landing/lenses/022220.json +++ b/landing/lenses/022220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1214,8 +1214,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,10 +1230,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1248,10 +1248,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023000.json b/landing/lenses/023000.json index 36b85248ba47bffd54092efec46597f074f2bdf3..0c524916a8b329511acae253a1aaa60cf3511c25 100644 --- a/landing/lenses/023000.json +++ b/landing/lenses/023000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1207,8 +1207,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,10 +1232,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1250,10 +1250,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023150.json b/landing/lenses/023150.json index a2af835bfee9c78dc7b3e6d9d4a889f7635c5e51..1c1fd85892f2f73827d9c7ad979b94cb13aea5c2 100644 --- a/landing/lenses/023150.json +++ b/landing/lenses/023150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1503,12 +1503,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:985d8891a86c", + "target": "023150", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.757 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/023160.json b/landing/lenses/023160.json index bb3ab85beac89eb86959db4009c261680a8b2671..8eed8fbb036f29688a46e5b0ab011745052fed8a 100644 --- a/landing/lenses/023160.json +++ b/landing/lenses/023160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023350.json b/landing/lenses/023350.json index d60b6a9c1dfb631ee7fee4e572eed73327305d4e..1e1cf9a36dfd9f16fe687e8aa7bab0199a038f98 100644 --- a/landing/lenses/023350.json +++ b/landing/lenses/023350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1212,8 +1212,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023410.json b/landing/lenses/023410.json index a210b22037b4ff91af5e914e782d914b5ee22785..d2cca7205acdadaf0a95bf2f928f78bf5b1a2b6d 100644 --- a/landing/lenses/023410.json +++ b/landing/lenses/023410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023440.json b/landing/lenses/023440.json index 305d713e9e4522ac0de9f7ed8d173daa6c118fb4..874d7ef78a74239cb4a9e2384eb932db4ee943eb 100644 --- a/landing/lenses/023440.json +++ b/landing/lenses/023440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 83점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.86%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023450.json b/landing/lenses/023450.json index a6ce355b2e9c9d30fc214f9f1b14e12133317094..7b83e91b58e75f0bc3b5ada15f453f16164375ba 100644 --- a/landing/lenses/023450.json +++ b/landing/lenses/023450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1213,8 +1213,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023460.json b/landing/lenses/023460.json index c960115ecdd71e7c4f16382b94d5b682a55bd04b..3aa0ba7497e47171f4610de61547c0005cbd12f9 100644 --- a/landing/lenses/023460.json +++ b/landing/lenses/023460.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -423,8 +423,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/023530.json b/landing/lenses/023530.json index 3050c39253a2103087ee3a7f96f54683a40c41ea..017b8d49ff1e2444cad78686eb06e158f7ae56fa 100644 --- a/landing/lenses/023530.json +++ b/landing/lenses/023530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023590.json b/landing/lenses/023590.json index 5ac81881a6df1499d8864640d06e9de6e7f775a4..154f8fa1809cd0ba4d211a4d80f0ccc9bca80bed 100644 --- a/landing/lenses/023590.json +++ b/landing/lenses/023590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -949,14 +949,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1164,8 +1164,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1200,7 +1200,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1256,10 +1256,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1277,8 +1277,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023600.json b/landing/lenses/023600.json index 659f57f372d2b1ae003dad0dbe4e3a7d377bef0a..bf92fdba86cf019d1ff7db49710e147ff08d6a31 100644 --- a/landing/lenses/023600.json +++ b/landing/lenses/023600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023760.json b/landing/lenses/023760.json index 31196e4e56ca21565f47c8179ea3aa260c2aba0a..25ba641e2d9bcdade776336cfa09eece974a5ff1 100644 --- a/landing/lenses/023760.json +++ b/landing/lenses/023760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -636,7 +636,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -691,8 +691,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -702,7 +702,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -804,8 +804,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023770.json b/landing/lenses/023770.json index c9279c1cfc9a146ccc521e3bb20642806f9f993a..5ee0c932340881a9f726c768bd95b010c5b29d60 100644 --- a/landing/lenses/023770.json +++ b/landing/lenses/023770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1215,8 +1215,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023790.json b/landing/lenses/023790.json index 420ff4f6d619ce507c51960119479a111f5ea009..77b2d0af55043a0f77d16e4477070e19587617d4 100644 --- a/landing/lenses/023790.json +++ b/landing/lenses/023790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 73점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 104.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 98.27%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1215,8 +1215,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023800.json b/landing/lenses/023800.json index bb9b4be766fe65e389a73af308cd9d19fcddcd37..a1af4fde2acbd4d61c796978c2b6e8e78ea1d59a 100644 --- a/landing/lenses/023800.json +++ b/landing/lenses/023800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/023810.json b/landing/lenses/023810.json index d04f346ad675edaea09f8266bfb8cdc38f14c997..8632890e2d9d2201c5a755cff2852ffc153ae7f1 100644 --- a/landing/lenses/023810.json +++ b/landing/lenses/023810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 12.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 11.58%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023900.json b/landing/lenses/023900.json index cc9e4b68ac21d88adb504832b2ce778f3b82709f..9f2c76e892a03307f26a493727760433f76d3683 100644 --- a/landing/lenses/023900.json +++ b/landing/lenses/023900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023910.json b/landing/lenses/023910.json index 3fc7cdb7c729fcd3d87067b4b1311421c2c01a36..1c517f4cb5005f1a82f52a2daed8550b81c563aa 100644 --- a/landing/lenses/023910.json +++ b/landing/lenses/023910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -747,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -768,8 +768,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -789,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -797,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023960.json b/landing/lenses/023960.json index e88ed21401ccdb4425760b1426122c45144074d8..672a5e1e9f94da9cfdec9a5b0de1181e1fed3e36 100644 --- a/landing/lenses/023960.json +++ b/landing/lenses/023960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/024060.json b/landing/lenses/024060.json index 120b5a9e61a8deb8799b0b45626a088bf5029c40..a3131296cf8b3d7151441ea97feee11075d0961d 100644 --- a/landing/lenses/024060.json +++ b/landing/lenses/024060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 40.31, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 42.56, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 40.31, + "grade": "dCR-BB-", + "score": 42.56, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 41.08, + "grade": "dCR-BB-", + "score": 43.33, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1098,10 +1098,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1209,8 +1209,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,10 +1234,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1252,10 +1252,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024070.json b/landing/lenses/024070.json index 7a2e1db23df17112c03f1107348d41d0c50d3307..f04a8808cb23865f0ff59f34e385c188ae8da94e 100644 --- a/landing/lenses/024070.json +++ b/landing/lenses/024070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024090.json b/landing/lenses/024090.json index 8dd43d6e8f810319a1e9ea3907bb705ddc5dbd80..9bb69c59213e12943399989cb112e08d26d8c439 100644 --- a/landing/lenses/024090.json +++ b/landing/lenses/024090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1212,8 +1212,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024110.json b/landing/lenses/024110.json index 57bf94b875a7f44959ce0b56059813bc10b89b5d..1c0d20c3074291e81af2087b8b7ca4165d9fcdef 100644 --- a/landing/lenses/024110.json +++ b/landing/lenses/024110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -703,8 +703,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -756,10 +756,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -871,8 +871,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024120.json b/landing/lenses/024120.json index 6376d0949ad7b42bde70636a195d6f2585fcf60b..31cb748ff370e63c7dbe36c65186575dec00dc6e 100644 --- a/landing/lenses/024120.json +++ b/landing/lenses/024120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1610,7 +1610,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1632,7 +1632,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1650,8 +1650,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/024720.json b/landing/lenses/024720.json index 13731274fae3c025dabf550b9661c58f4b6a352b..4fadab898263b3e15a7ccfbccd100f9d2d6c9b1c 100644 --- a/landing/lenses/024720.json +++ b/landing/lenses/024720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1103,8 +1103,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024740.json b/landing/lenses/024740.json index 0b214cf799af5aae69ffa43cadfb4115f1495a44..c6f60fdc7070ff43db1cca75745e2b84573baef8 100644 --- a/landing/lenses/024740.json +++ b/landing/lenses/024740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024800.json b/landing/lenses/024800.json index 41b86ce5beb8c25afdc3212141bb8147a07a615a..64f3db4dbf365ef09961b9ce021cea1a025c38f7 100644 --- a/landing/lenses/024800.json +++ b/landing/lenses/024800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1262,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024810.json b/landing/lenses/024810.json index a2818a946194c12bacb330fea3380f3aac286bf7..967c26c835f13404bbc25d3dded1027f36e38164 100644 --- a/landing/lenses/024810.json +++ b/landing/lenses/024810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024830.json b/landing/lenses/024830.json index 350dcc2098d559747a99e4c9879b0b78f5ff0fcd..503134d5628c6e966e1393150fe608c9d56916ef 100644 --- a/landing/lenses/024830.json +++ b/landing/lenses/024830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1139,8 +1139,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1155,10 +1155,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1173,10 +1173,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024840.json b/landing/lenses/024840.json index 1ae6e71fbdd6e2539a3a1cfd24607edba56e8c64..e10e497b51e49729c5d42c05bc4b16964b2d80ac 100644 --- a/landing/lenses/024840.json +++ b/landing/lenses/024840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 34.63, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 32.63, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 34.63, + "score": 32.63, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 35.48, + "score": 33.48, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024850.json b/landing/lenses/024850.json index 47f8005d892915d1847f1f71b5deaf653f16ded7..5ebbff0ef40edef78cae2bfc134761263813ab6c 100644 --- a/landing/lenses/024850.json +++ b/landing/lenses/024850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -979,19 +979,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1137,7 +1137,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1180,8 +1180,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,10 +1205,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1483,88 +1483,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:035469433102", - "target": "024850", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/024880.json b/landing/lenses/024880.json index 5cb47df96bb4ae0422fcb888882b64485d3c0521..78b0defaf709572cf82e2016d20b646957011909 100644 --- a/landing/lenses/024880.json +++ b/landing/lenses/024880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 7.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 7.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024890.json b/landing/lenses/024890.json index 667a251c6ec6714f016a2ea21135ddf689f55e7c..e18584e90be30a400e229bf6a15cc543d5330fea 100644 --- a/landing/lenses/024890.json +++ b/landing/lenses/024890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 25.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 25.13%). 최근 주가 하락이 반영된 결과", "D/EBITDA 77.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024900.json b/landing/lenses/024900.json index cd9501106fbad0d8c2c8416a5e13467f4c81864e..497472073f9516c9c18ce74807ea734b3b325778 100644 --- a/landing/lenses/024900.json +++ b/landing/lenses/024900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 7.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024910.json b/landing/lenses/024910.json index b8ada48a610a65b7bd4a19745336bc01fd763f48..d6304cac0894221f6f9ad9f70b0b3cca92d08ce6 100644 --- a/landing/lenses/024910.json +++ b/landing/lenses/024910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1265,8 +1265,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024940.json b/landing/lenses/024940.json index e5ef1d39d106ccf7db277026805258b3264d5db1..95e2ef4ed5c0ef0291fce8dd9c051b96e25ade22 100644 --- a/landing/lenses/024940.json +++ b/landing/lenses/024940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024950.json b/landing/lenses/024950.json index 220bf4bc75e00f43ec3401569582cad19900af1b..4746c42a15203a6a27985aafcf3fa1991723881b 100644 --- a/landing/lenses/024950.json +++ b/landing/lenses/024950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025000.json b/landing/lenses/025000.json index 27edca38f4b735466217313c60eca97576049e11..8a1e95c50f11fe321fb0244ab495fd7e6932aedc 100644 --- a/landing/lenses/025000.json +++ b/landing/lenses/025000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1262,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025320.json b/landing/lenses/025320.json index 61f9e0403a7cc2c2ced0241da05e7d4dfd5f7604..79ba0fea808d3d44dcb89a102d517a6ecd2b7e0a 100644 --- a/landing/lenses/025320.json +++ b/landing/lenses/025320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025440.json b/landing/lenses/025440.json index 0191c0deaa751d77a3dd8ff470944bc8c11c4e87..0b9992d3d5e280acac97bf5404d59311bf91d6b4 100644 --- a/landing/lenses/025440.json +++ b/landing/lenses/025440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1229,8 +1229,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025530.json b/landing/lenses/025530.json index 2bd4df186898f55f996614c3294cee72f9ef863f..92b702629933e422b94c8a36a77c0466f6a059c1 100644 --- a/landing/lenses/025530.json +++ b/landing/lenses/025530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1245,8 +1245,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025540.json b/landing/lenses/025540.json index ac7ae8fe34f3e129f361778dc38404aa30ee129e..241f3eae6cd40d76b550f9119a2e951a2a3abc23 100644 --- a/landing/lenses/025540.json +++ b/landing/lenses/025540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -747,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -768,8 +768,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -789,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -797,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025550.json b/landing/lenses/025550.json index 2f7b72e8fabb3aa320d3578855a8b36e7a1a715d..26d6dc6defa7c1e2dbebf3b14ffab2f1d2280eff 100644 --- a/landing/lenses/025550.json +++ b/landing/lenses/025550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,15 +1056,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,8 +1462,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/025560.json b/landing/lenses/025560.json index 6114151b5b037b659ef511064ea68170305cd8b8..f2c0fda0ef1180648f1f9fa381205ff7467b12e6 100644 --- a/landing/lenses/025560.json +++ b/landing/lenses/025560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025620.json b/landing/lenses/025620.json index 785efb422cbf6461675ec00c9731b7d248e27001..c8a25d95e2bba1b034f0d2ab35b314175c801224 100644 --- a/landing/lenses/025620.json +++ b/landing/lenses/025620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1470,7 +1470,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1492,7 +1492,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1510,8 +1510,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/025750.json b/landing/lenses/025750.json index 3389ac00e81a52057983e086c15c713690ddb82c..65a6b583db790f2547d7dc54ce94b1f1ee5b1854 100644 --- a/landing/lenses/025750.json +++ b/landing/lenses/025750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.51%). 최근 주가 하락이 반영된 결과", "D/EBITDA 34.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ab30bdb3b623", + "target": "025750", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/025770.json b/landing/lenses/025770.json index 9a1113c2d4ffd9f06c804114b5e2aae8c3368409..015218e00e8b94511c598b04e699d5cdc3a34d1f 100644 --- a/landing/lenses/025770.json +++ b/landing/lenses/025770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025820.json b/landing/lenses/025820.json index 67cefac3e9e91d3e8133035002a43528e8af1ab6..7dbf9193cfa224c9d44a88a5a320ac726ac0c4f0 100644 --- a/landing/lenses/025820.json +++ b/landing/lenses/025820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1223,8 +1223,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025860.json b/landing/lenses/025860.json index 7582e82e38eb0cbdbb6690117d999b1204a13fb7..80e92cef6e617aa2689e60a72086fb14d545ce38 100644 --- a/landing/lenses/025860.json +++ b/landing/lenses/025860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025870.json b/landing/lenses/025870.json index 17c19b6118611d0be54c16a410d1697381e78eeb..2ecc574c8c582acd2babdbe51140f5260292d0c3 100644 --- a/landing/lenses/025870.json +++ b/landing/lenses/025870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 68.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 68.59%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-14", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-14", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-14", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-14", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025880.json b/landing/lenses/025880.json index b0b535cc90aaf4f21dd63b47805708ce0971a84a..6cd0550e11a70c8f9ad691d1c00fd77d5292d05f 100644 --- a/landing/lenses/025880.json +++ b/landing/lenses/025880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1559,7 +1559,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1581,7 +1581,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1599,15 +1599,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/025890.json b/landing/lenses/025890.json index 3e015cd9197d730648a53f8152b97c18f1056ae0..6b4338b2e647ff4e359cef49e23ce3d5801cd841 100644 --- a/landing/lenses/025890.json +++ b/landing/lenses/025890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,10 +1037,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1148,8 +1148,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,10 +1173,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025900.json b/landing/lenses/025900.json index 83a48b693e9098ccdc26f1c799f224471815c3bd..7da5a2e9badeefa4241049779303f64d279aff74 100644 --- a/landing/lenses/025900.json +++ b/landing/lenses/025900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1155,8 +1155,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1191,7 +1191,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1247,10 +1247,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1268,8 +1268,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025950.json b/landing/lenses/025950.json index bf1cd6e51c7097fa8c7ac91a6ed6a2490aff760c..df697b6e4eecd335b5af257660182a66a5d218a8 100644 --- a/landing/lenses/025950.json +++ b/landing/lenses/025950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1223,8 +1223,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025980.json b/landing/lenses/025980.json index 1ffc9b10b6949098c7039a48808513b254cf816b..bf23c3f22e60ae3879d1ff1f941b51c53af54ff6 100644 --- a/landing/lenses/025980.json +++ b/landing/lenses/025980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 16.21%). 최근 주가 하락이 반영된 결과", "D/EBITDA 73.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026040.json b/landing/lenses/026040.json index bf11cf30637a9837665c5fe414fbb41aaa9160c5..6bf44f93e5e241a2e1545301c917e0451261473a 100644 --- a/landing/lenses/026040.json +++ b/landing/lenses/026040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1210,8 +1210,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,10 +1235,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026150.json b/landing/lenses/026150.json index d5b6cb06f4562249a2a6dcfe14b75b6ad52eca16..be53a6bbe34a627f4052c238f71d7523e2461593 100644 --- a/landing/lenses/026150.json +++ b/landing/lenses/026150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 34점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 7.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,12 +1460,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a6e22584a66b", + "target": "026150", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/026890.json b/landing/lenses/026890.json index 7314aaedc3e71450ba85aa82485f8bcecd0b6584..1caa4bd6986eab15d2d943008a25c2f7966796df 100644 --- a/landing/lenses/026890.json +++ b/landing/lenses/026890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,10 +989,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1104,8 +1104,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,10 +1120,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1138,10 +1138,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026910.json b/landing/lenses/026910.json index 810801e4366b052eec33983e45d03b432bfc4063..f6ecc86fabf8608c66dc4556845227ee6ac97cd7 100644 --- a/landing/lenses/026910.json +++ b/landing/lenses/026910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 45.23, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 48.92, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 45.23, + "grade": "dCR-B+", + "score": 48.92, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 46.05, + "grade": "dCR-B+", + "score": 49.7, "assumptions": { "scenarioStress": "moderate" } @@ -905,11 +905,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 10.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026940.json b/landing/lenses/026940.json index 10b7c1dca94291c7c088349d3c11b6764b1fd896..77ca0cb997baf3ac88377c1ba51c98a73a646ed2 100644 --- a/landing/lenses/026940.json +++ b/landing/lenses/026940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1224,8 +1224,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026960.json b/landing/lenses/026960.json index 09f6ed45244918b29a43c3773838db0e3badc0ca..4b112635bc50454e9d0914962d619827195e0323 100644 --- a/landing/lenses/026960.json +++ b/landing/lenses/026960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:240e06a5bebf", + "target": "026960", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.812 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/027040.json b/landing/lenses/027040.json index bcf7dfa17bb70c06c04bcc95ca666c5653bf817b..9931a2e2cf1a095da162cc05ad8b861f73c7933e 100644 --- a/landing/lenses/027040.json +++ b/landing/lenses/027040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1003,7 +1003,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1085,7 +1085,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1168,8 +1168,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027050.json b/landing/lenses/027050.json index 5e91cb27eb75f5da195d3434f3e0895f6e1ffbcf..39ed6c871396bff01d54da78e7cd62be8f47e073 100644 --- a/landing/lenses/027050.json +++ b/landing/lenses/027050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027360.json b/landing/lenses/027360.json index c092507e3b4e9477b7461ad873dcb9423d8f83fe..93fddabde777b824d9fe4a8b1be61214bee4aa4c 100644 --- a/landing/lenses/027360.json +++ b/landing/lenses/027360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -635,8 +635,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -688,10 +688,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -803,8 +803,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027410.json b/landing/lenses/027410.json index 896262eac49731ad8f22be37f96478cbff942df5..38147a37ae2f5ed348f83546793effe221678492 100644 --- a/landing/lenses/027410.json +++ b/landing/lenses/027410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027580.json b/landing/lenses/027580.json index de14c38a4ee779637293e81e05ed98fd8a0ee87e..8d4c599356deb2a70dcbdbdb0c98947529deadd6 100644 --- a/landing/lenses/027580.json +++ b/landing/lenses/027580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -746,10 +746,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -767,8 +767,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,7 +788,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -796,7 +796,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027710.json b/landing/lenses/027710.json index 440b1cae0891636b47c11631f75dc1e6f35323af..00d5f0fb5dcd4e7330b9a0a1cb12e8a852f01523 100644 --- a/landing/lenses/027710.json +++ b/landing/lenses/027710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027740.json b/landing/lenses/027740.json index ff38f42ea76a8122f74ab61f3264f8db39846cf9..36859cdbd4dd816eea8b6a98dea1ce94c9449bd1 100644 --- a/landing/lenses/027740.json +++ b/landing/lenses/027740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027830.json b/landing/lenses/027830.json index d0aee170e87bb573b10516b3837fff703823f7e4..44e305befb2c84d2ae68e42881ef28430bbdd851 100644 --- a/landing/lenses/027830.json +++ b/landing/lenses/027830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -522,14 +522,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -649,10 +649,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -668,8 +668,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -681,8 +681,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -699,10 +699,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -712,7 +712,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -721,7 +721,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -789,10 +789,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -810,8 +810,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -839,7 +839,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027970.json b/landing/lenses/027970.json index f2217d1f246216455f3265d02c563aa3c81fa8bc..88ffcd73dc1ad1c3fb7e5f5033fb434678dbb331 100644 --- a/landing/lenses/027970.json +++ b/landing/lenses/027970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,12 +1457,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0b30dc5b6606", + "target": "027970", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/028050.json b/landing/lenses/028050.json index 670c5fb29b20b85979499345d937e6f56a6f55f1..03ead066a83b2d581889e1175f2a2972d244a49f 100644 --- a/landing/lenses/028050.json +++ b/landing/lenses/028050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028080.json b/landing/lenses/028080.json index b7a630ff6dab42c8572f47841482c5cdb95e9852..95c1b93ad06da65c2be2cc26500e7e88f888db2e 100644 --- a/landing/lenses/028080.json +++ b/landing/lenses/028080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 18.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 17.07%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1262,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,12 +1463,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:55cc3b0fa936", + "target": "028080", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.67 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/028100.json b/landing/lenses/028100.json index 9c7a3116fa4f4dd5a7e3175c0d502d3a642fb282..87cd8c3169ddfc1fc45f16df24363bbc6980de5a 100644 --- a/landing/lenses/028100.json +++ b/landing/lenses/028100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028260.json b/landing/lenses/028260.json index 67ce842b0652f968a44c3736c50bf18e35acf0df..72bfeec0a5b9d645fa905a866c80fae963e27178 100644 --- a/landing/lenses/028260.json +++ b/landing/lenses/028260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1249,8 +1249,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/028300.json b/landing/lenses/028300.json index 512c60a61522702aa389e1c51cd42a8365b9aae4..3165e799dfca97a9aebd35fa2ff1f34aa3f43d79 100644 --- a/landing/lenses/028300.json +++ b/landing/lenses/028300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 69.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 77.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1180,8 +1180,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028670.json b/landing/lenses/028670.json index e057aa52ccd7d439834a34b32c41ed9a4cc9fb44..7dcd1a065d8711aeab0084d402bf0b9ce138c711 100644 --- a/landing/lenses/028670.json +++ b/landing/lenses/028670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029460.json b/landing/lenses/029460.json index 16da5c6b4a89f56b3d36727fd290f2fe328f882c..6b7edc39465c7c769824d950160f99554093cbca 100644 --- a/landing/lenses/029460.json +++ b/landing/lenses/029460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029480.json b/landing/lenses/029480.json index 93692a4e17a5467b83c7c6cfe8521eb73d11d34d..dcd719b49bb3c7d18220802f398c7147871b1d39 100644 --- a/landing/lenses/029480.json +++ b/landing/lenses/029480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029530.json b/landing/lenses/029530.json index 70b59ff68a30d000e3ba7047f2fe840c7661652f..09a985ce4c3a23266006c90cf7b161779893cc6f 100644 --- a/landing/lenses/029530.json +++ b/landing/lenses/029530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029780.json b/landing/lenses/029780.json index a169a8c90b62f5165ab7a54c9aa5307574347aec..8035e9adfa6a07bf27af0ed2b024a07de3e2fd36 100644 --- a/landing/lenses/029780.json +++ b/landing/lenses/029780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -635,7 +635,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -690,8 +690,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -803,8 +803,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029960.json b/landing/lenses/029960.json index 381384e5cf527bfc1eb807222e354473790af9d7..dbd1fe6d02a4e53238c677f064b9a65d96a5787b 100644 --- a/landing/lenses/029960.json +++ b/landing/lenses/029960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1123,10 +1123,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1144,8 +1144,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,10 +1169,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1187,10 +1187,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030000.json b/landing/lenses/030000.json index 4caecb387cfbd28c77d5796cb439d937e8e5f06d..946c205c9b764a3d4f371e41ae0bfb9fd6fefaa7 100644 --- a/landing/lenses/030000.json +++ b/landing/lenses/030000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 10.87, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 13.18, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 10.87, + "grade": "dCR-A", + "score": 13.18, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 11.79, + "grade": "dCR-A", + "score": 14.15, "assumptions": { "scenarioStress": "moderate" } @@ -904,9 +904,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1048,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1249,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030190.json b/landing/lenses/030190.json index 6d91c10d5341f89c1a688f399d3285a224e53f21..271a2dd87f55204b7e8a031541ae457182f3b055 100644 --- a/landing/lenses/030190.json +++ b/landing/lenses/030190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030200.json b/landing/lenses/030200.json index ab5215661bcdca7894ff3d120ada339a525713d8..44c61bc7ce49bd11c28e9c31cd7e2bc3acd940c7 100644 --- a/landing/lenses/030200.json +++ b/landing/lenses/030200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.73%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/030210.json b/landing/lenses/030210.json index 1c4927ac056870a306a8710ccc5b37702da0e4ee..b42e28861e16d80a0fcb4a2c37fab476ca355206 100644 --- a/landing/lenses/030210.json +++ b/landing/lenses/030210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -145,7 +145,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -423,13 +423,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -529,14 +529,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -656,19 +656,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -689,8 +689,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -702,7 +702,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -722,8 +722,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -735,17 +735,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -755,7 +755,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -780,7 +780,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -808,13 +808,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -823,7 +823,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -836,10 +836,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -857,8 +857,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -878,7 +878,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -886,7 +886,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030350.json b/landing/lenses/030350.json index 322e64edb4920302d820b27a4aaab7651e5b0ef2..bc7671bd1d2bf7a594f3d8aff7579f13af8ddf5f 100644 --- a/landing/lenses/030350.json +++ b/landing/lenses/030350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1149,8 +1149,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030520.json b/landing/lenses/030520.json index 2fe59d1b423b36291b6a780a6f9a6bbc09a4c429..841c6d80560f024beb6ca7797a8b0d4f37132b90 100644 --- a/landing/lenses/030520.json +++ b/landing/lenses/030520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030530.json b/landing/lenses/030530.json index 71f2101ffb64551138b27e8e2522b0c749afd0b3..c9af0311fd93d68149bb1d4bde7b82dd29e8bfd7 100644 --- a/landing/lenses/030530.json +++ b/landing/lenses/030530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1520,7 +1520,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1542,7 +1542,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1560,15 +1560,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/030610.json b/landing/lenses/030610.json index 2b863e14dd1f305069f0709a64481444345de54d..8282586c180403833afc68fb138439704c172c22 100644 --- a/landing/lenses/030610.json +++ b/landing/lenses/030610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -671,19 +671,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -750,17 +750,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -823,13 +823,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -838,7 +838,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -872,8 +872,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030720.json b/landing/lenses/030720.json index b96c245530e8f75a9e83f52a23fcc4efd275339e..7ec622c2288db4d4ac3adedbeaad1e19e93bc5f0 100644 --- a/landing/lenses/030720.json +++ b/landing/lenses/030720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -617,14 +617,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -744,10 +744,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -765,8 +765,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -786,7 +786,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -794,7 +794,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030960.json b/landing/lenses/030960.json index 7c5586fead4b95bb5b50af623beb897fc83a49be..55507a4026482cf4a292e34ec72b3286c0e84508 100644 --- a/landing/lenses/030960.json +++ b/landing/lenses/030960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1027,10 +1027,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1046,7 +1046,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1099,7 +1099,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1167,10 +1167,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1188,8 +1188,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,10 +1213,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1231,10 +1231,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031210.json b/landing/lenses/031210.json index 01fd3de38cdefb23b3dc6903154b6f48114e3d7f..cb023259b4a830f13ddf1581aea9a9c7055d3125 100644 --- a/landing/lenses/031210.json +++ b/landing/lenses/031210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -695,8 +695,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031310.json b/landing/lenses/031310.json index 8c9eab08ce10575c9cc29513fd38747875e35c62..d8ea6f31c9e43a7fe8a7122d5a036ed9ce7a66af 100644 --- a/landing/lenses/031310.json +++ b/landing/lenses/031310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1264,8 +1264,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031330.json b/landing/lenses/031330.json index 8b52adbfa813df8a9ffd9d7dabe96138e594d988..89f8895c786e44b2460e220048dddda455558764 100644 --- a/landing/lenses/031330.json +++ b/landing/lenses/031330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031430.json b/landing/lenses/031430.json index e82e6b89dfe51e6958762a8794c5eb05a528f30b..3e13ebaabaafeed99e748d6e2951f7a076278260 100644 --- a/landing/lenses/031430.json +++ b/landing/lenses/031430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,17 +1142,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1221,7 +1221,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1230,7 +1230,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1264,8 +1264,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031440.json b/landing/lenses/031440.json index 2dcc8e71e3ec9b6597acd7bbfafd24d5f3a1ce6f..bd85cbc9a363ebf04227674cd8592eb9e0383a8a 100644 --- a/landing/lenses/031440.json +++ b/landing/lenses/031440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-20", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-20", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1512,7 +1512,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1534,7 +1534,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1552,7 +1552,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", diff --git a/landing/lenses/031510.json b/landing/lenses/031510.json index fc8086475a396aba2b005a893cdd374be139bbef..d829ebcb583651381c8f21ae0db270fa1f558ad8 100644 --- a/landing/lenses/031510.json +++ b/landing/lenses/031510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031820.json b/landing/lenses/031820.json index 3883f0bb4f4aa0ab6df9bbceac048bed95c4903d..a3700081c16bdd7863f9af1c2ea31a27ed8e2dd0 100644 --- a/landing/lenses/031820.json +++ b/landing/lenses/031820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031860.json b/landing/lenses/031860.json index b1f139b4b3408f433cf5ed3a35f915bd60daa530..33432c4eaeab1a130cb269a81610de13a70fb542 100644 --- a/landing/lenses/031860.json +++ b/landing/lenses/031860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,7 +842,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 22.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 20.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-13", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-13", "period": "2025", "status": "derived", @@ -1072,7 +1072,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-13", "period": "2025", "status": "observed", @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1185,8 +1185,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031980.json b/landing/lenses/031980.json index 5fbadc21b698495491455176ec1d80fefeea0f72..ee8b346f796d748e11ab8e3961b9814f44fdc87d 100644 --- a/landing/lenses/031980.json +++ b/landing/lenses/031980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031990.json b/landing/lenses/031990.json index 6ab6ab734b59f4a1d0f412581d2d061d41e280bd..32a974158099f868fd1bdc34ef976129e4c05dee 100644 --- a/landing/lenses/031990.json +++ b/landing/lenses/031990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1003,8 +1003,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1028,10 +1028,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1046,10 +1046,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1060,7 +1060,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1068,7 +1068,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032040.json b/landing/lenses/032040.json index 5365342f4e38ac23cfd1880bf72f12030983e421..c1feb8450e105d3eff0a5473327ace5e3f7ba8c9 100644 --- a/landing/lenses/032040.json +++ b/landing/lenses/032040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1219,8 +1219,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032080.json b/landing/lenses/032080.json index 43f5af1596452323a7a9ecdab79acd23e9a0efbc..85575b4ad4002a9d52202a544b819ed4d286090b 100644 --- a/landing/lenses/032080.json +++ b/landing/lenses/032080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-14", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-14", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-14", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-14", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1216,8 +1216,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032190.json b/landing/lenses/032190.json index 6c875fc64df3435a44eac9e14e55a65e9695f2e9..5cfc85385b75b7f36ec88460bc3011ac7c709931 100644 --- a/landing/lenses/032190.json +++ b/landing/lenses/032190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -944,14 +944,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1154,8 +1154,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1190,7 +1190,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1246,10 +1246,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1267,8 +1267,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,10 +1292,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1310,10 +1310,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1364,7 +1364,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032280.json b/landing/lenses/032280.json index 6fad31230883fe318de6461c5fcb842251d6ac47..034a60e2e27a596ae18a09f21edfd421d1f63639 100644 --- a/landing/lenses/032280.json +++ b/landing/lenses/032280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1222,8 +1222,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032300.json b/landing/lenses/032300.json index 835835f73b0f3999ed8f8ce14803672b441d9620..ed9c5d5fc9c5d81eef42654ae507615b523e5b88 100644 --- a/landing/lenses/032300.json +++ b/landing/lenses/032300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1019,7 +1019,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1161,8 +1161,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032350.json b/landing/lenses/032350.json index f5efe2a728f6322fe95a89367657b5a17a87a299..5c8ff81c771fd883826bb3a2cb2871a64c3d3940 100644 --- a/landing/lenses/032350.json +++ b/landing/lenses/032350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 13.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 16.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032500.json b/landing/lenses/032500.json index d868120c1fa55a21b612a6754eb51d1bf5790a18..9efa96d29174048faa27d1e20faea51ae610f4a5 100644 --- a/landing/lenses/032500.json +++ b/landing/lenses/032500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 46.01, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 44.07, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 46.01, + "score": 44.07, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 46.73, + "score": 44.92, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032540.json b/landing/lenses/032540.json index 3ffd3200eef9d1344963c286cbc8e93112a69b1e..9b02780824624d0c3ff95f71ff1ea9938667689b 100644 --- a/landing/lenses/032540.json +++ b/landing/lenses/032540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032560.json b/landing/lenses/032560.json index 1204db218b21507f5e8efda44e0944529b9a635e..d9ee0b480517f7b863f46e08ad49fe44af0d8125 100644 --- a/landing/lenses/032560.json +++ b/landing/lenses/032560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032580.json b/landing/lenses/032580.json index c4a9a8461501bff46be59d5d88da0a52fb943905..cfb0a83056ba0300ef51380dca830bdf3e5a3adb 100644 --- a/landing/lenses/032580.json +++ b/landing/lenses/032580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1228,8 +1228,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032620.json b/landing/lenses/032620.json index 8362f4efaac79bce7ad8d1fd4fa43be055270495..40d6cdda664d8f981cdb4176de4c90695ce4259d 100644 --- a/landing/lenses/032620.json +++ b/landing/lenses/032620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032640.json b/landing/lenses/032640.json index fcac71a70ccfad716b3b468cd5c1aa5a564a1ae6..f2bf5f695c7610bc0f4732def415e4d4d004b0ed 100644 --- a/landing/lenses/032640.json +++ b/landing/lenses/032640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032680.json b/landing/lenses/032680.json index f28bbe0cd68ebee5d14bc87ab0f0ac0b81bb4f34..d6bbbe81019f5b6a31555978d52bb4176f088468 100644 --- a/landing/lenses/032680.json +++ b/landing/lenses/032680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,14 +622,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -770,8 +770,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -791,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032710.json b/landing/lenses/032710.json index 4e97fee688711cac8ac0ea40f2207888a061106c..f88b3c6621bb81dccdc41fe15661530a6af9a3dc 100644 --- a/landing/lenses/032710.json +++ b/landing/lenses/032710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032750.json b/landing/lenses/032750.json index 0888f8a0718bc76f7f6e95d8101ba49c53d6f1d4..37145340d139a73ca90d6d7a2e893901ed9ea51b 100644 --- a/landing/lenses/032750.json +++ b/landing/lenses/032750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032790.json b/landing/lenses/032790.json index 591bae82f4d7cdeb6ea2a569fdd3aeb24f9697d1..ed05a4bc4ebd79eb5b69e74c46373d2fb25f0886 100644 --- a/landing/lenses/032790.json +++ b/landing/lenses/032790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 43.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 44.47, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,14 +827,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 43.58, + "score": 44.47, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 44.27, + "score": 45.34, "assumptions": { "scenarioStress": "moderate" } @@ -922,7 +922,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 27.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-16", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-16", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1265,8 +1265,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1474,7 +1474,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1496,7 +1496,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1514,15 +1514,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/032800.json b/landing/lenses/032800.json index 1059a818a163553acd8d79e21ad0f03982ccd552..7917ecae74d48362a09b889b125207fd42d52b7c 100644 --- a/landing/lenses/032800.json +++ b/landing/lenses/032800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1249,8 +1249,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032820.json b/landing/lenses/032820.json index 16df339880e3db46c0cb0248ca85047f2d5798dd..123e4872d003c51b84a321cdf985189881ee822f 100644 --- a/landing/lenses/032820.json +++ b/landing/lenses/032820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/032830.json b/landing/lenses/032830.json index dec975d8c9cf62902dbb3104df75c132cb8f69d8..f3c2ca62fda0220307a84d258ddd1834e17f7de3 100644 --- a/landing/lenses/032830.json +++ b/landing/lenses/032830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -436,13 +436,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -542,14 +542,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -669,19 +669,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -702,8 +702,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -715,7 +715,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -735,8 +735,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -748,17 +748,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -768,7 +768,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -793,7 +793,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -827,7 +827,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -836,7 +836,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -870,8 +870,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -891,7 +891,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1137,12 +1137,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:815e85092d6d", + "target": "032830", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.958 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/032850.json b/landing/lenses/032850.json index c6cb8d3f3904d44cd868dab04d1db410f9c10b50..8913a260f0c2340bfa5fa7e96682b91707439389 100644 --- a/landing/lenses/032850.json +++ b/landing/lenses/032850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,15 +1049,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,12 +1451,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:80a294971f64", + "target": "032850", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/032860.json b/landing/lenses/032860.json index 46ad0ab1b120a5798007c2ea3c963c1b52f5a525..4d99f9cea29e8ed0001be7cebd235f3b46ffdd14 100644 --- a/landing/lenses/032860.json +++ b/landing/lenses/032860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1129,8 +1129,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032940.json b/landing/lenses/032940.json index c6483318d9c2ada3ccd12feb12ecbce94bf3eab0..c43a45c0b7eecd2cde73a81d1a08a26d38a89027 100644 --- a/landing/lenses/032940.json +++ b/landing/lenses/032940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032960.json b/landing/lenses/032960.json index ff2f3903d872348ac8b22543167a9cfaa4901dac..bf63c8014212fc61fe2239a3c271a83eb12e3c0d 100644 --- a/landing/lenses/032960.json +++ b/landing/lenses/032960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1169,8 +1169,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032980.json b/landing/lenses/032980.json index 51a97706d1047c9e2d03ce08a2a1cc9ab6259c16..bb8008d714d4feabbd463585651fb0823429386a 100644 --- a/landing/lenses/032980.json +++ b/landing/lenses/032980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-30", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-30", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-30", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1180,8 +1180,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033050.json b/landing/lenses/033050.json index b7f0cd693975a65bdbabb37ebf0e04c8b2706d3b..b70b8613c72c5bf18a7fec6b27e6d5b0d61d8035 100644 --- a/landing/lenses/033050.json +++ b/landing/lenses/033050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1299,10 +1299,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1353,7 +1353,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033100.json b/landing/lenses/033100.json index 3166287c189bc35c720421de539ed0ff6d5dce24..65f7d42ea3ea25a4ce453c76744857c84e5c6602 100644 --- a/landing/lenses/033100.json +++ b/landing/lenses/033100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1222,8 +1222,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033130.json b/landing/lenses/033130.json index 74ced8e1a839c5033a90fca30c8969bd7638dee9..86d463ccf0771ad5605bcdeacd958645d83d09a5 100644 --- a/landing/lenses/033130.json +++ b/landing/lenses/033130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,7 +1459,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1481,7 +1481,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1499,8 +1499,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/033160.json b/landing/lenses/033160.json index 2941716c3c31c9034fa03c22c1e8e1f5a4385688..27bd71b82cf73d3c90378caf28c9717e4c71d49d 100644 --- a/landing/lenses/033160.json +++ b/landing/lenses/033160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1065,19 +1065,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1098,8 +1098,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,17 +1144,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1223,7 +1223,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1232,7 +1232,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1266,8 +1266,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033170.json b/landing/lenses/033170.json index efd5f9573c762e31b1ba0a9dac3e1c741176d409..688c257f6feff73fc75a601fb320f145b8457d82 100644 --- a/landing/lenses/033170.json +++ b/landing/lenses/033170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 74점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1549,12 +1549,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f874eabd2c77", + "target": "033170", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.598 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/033180.json b/landing/lenses/033180.json index c2dee0ca746aadb6c73b000f638556a6ba208d70..018f0bdb4bb9631af8e2125be2255ee3b76ccf46 100644 --- a/landing/lenses/033180.json +++ b/landing/lenses/033180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,7 +1115,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1137,7 +1137,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1347,7 +1347,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033200.json b/landing/lenses/033200.json index 0d0a2ea464c4332b2b66dc7eba4a92264d401011..d5dee43dddcbe5eafe7d90f613985f160b6ec5bb 100644 --- a/landing/lenses/033200.json +++ b/landing/lenses/033200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1169,8 +1169,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,10 +1185,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1203,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033230.json b/landing/lenses/033230.json index c24ea6516fe4b2ffe093f286045a17c0d2360823..c194a9b720d4a27f132726d59926cbf66f5443af 100644 --- a/landing/lenses/033230.json +++ b/landing/lenses/033230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033240.json b/landing/lenses/033240.json index d38d945b2ce12aa4e96a8ba306b12bf931eaeac2..e8c72477c86172af8a45cc3fb086875a3526b369 100644 --- a/landing/lenses/033240.json +++ b/landing/lenses/033240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 22.19, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 25.16, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 22.19, + "score": 25.16, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 23.55, + "score": 26.32, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033250.json b/landing/lenses/033250.json index b192dbc527eeb66acf4aa62a3107207026ad676f..7a9c8265edc76a58f6712134af775eab4378754e 100644 --- a/landing/lenses/033250.json +++ b/landing/lenses/033250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,7 +889,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1031,19 +1031,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1064,8 +1064,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1110,17 +1110,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1183,13 +1183,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1198,7 +1198,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1232,8 +1232,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033270.json b/landing/lenses/033270.json index b7eb9511579c22d56021f23acb510a0e2e816616..5cdecd1cb45210215a9fdab26b4052ba0dc62b0a 100644 --- a/landing/lenses/033270.json +++ b/landing/lenses/033270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1222,8 +1222,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033290.json b/landing/lenses/033290.json index b4e93ff32ac716e5aa73111d2e1b999a3585e13b..6baedb4d6c5d58bad21ec9f25a3d8da3a6e5259f 100644 --- a/landing/lenses/033290.json +++ b/landing/lenses/033290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7083d90b4a90", + "target": "033290", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.641 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/033310.json b/landing/lenses/033310.json index 93083d702e7ba6b60fe572b1321f098ae5941b3c..83109b65e1474da24173348cb568ce6c1421b476 100644 --- a/landing/lenses/033310.json +++ b/landing/lenses/033310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -769,8 +769,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033320.json b/landing/lenses/033320.json index 6b560e22e38d1a082ef41b1f06502868b5c8a68f..57c16e6e8ce239ddf2dac4a8b5e4bc2d0eb3032d 100644 --- a/landing/lenses/033320.json +++ b/landing/lenses/033320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1198,13 +1198,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1247,8 +1247,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033340.json b/landing/lenses/033340.json index 25d2c515c8212a0660e5b3dde5ceb6daa8ecc3b4..8445294c2d26ee1664f1e60ec1a328e20ca39ff8 100644 --- a/landing/lenses/033340.json +++ b/landing/lenses/033340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 90.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 97.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-10", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-10", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-10", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033430.json b/landing/lenses/033430.json index 28def2907565b5183ea39d1d013fd8c0408ca680..a2724d2115aab2bb1ffcf477686187804cc1b58f 100644 --- a/landing/lenses/033430.json +++ b/landing/lenses/033430.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -423,8 +423,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/033500.json b/landing/lenses/033500.json index 68e934015f2f4bac1b47f59e1cb63cb480fa0552..86e164356ad3ddfceca37c6d14057695b99cdc7d 100644 --- a/landing/lenses/033500.json +++ b/landing/lenses/033500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,7 +1603,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1625,7 +1625,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1643,8 +1643,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/033530.json b/landing/lenses/033530.json index a723a85dc921c8da94c534809087b9d6e2c5fb44..260ad23ba1e9e4eda56a773524cc5b52afca153c 100644 --- a/landing/lenses/033530.json +++ b/landing/lenses/033530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033540.json b/landing/lenses/033540.json index d9e8f0a62ae94c5eeab37b0dbfa88e6fd07e02f0..2d714c02a6f123ce67e2f971a94a609713da719e 100644 --- a/landing/lenses/033540.json +++ b/landing/lenses/033540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033550.json b/landing/lenses/033550.json index 22e9e89fb3c04c414f0e1d9cfe8c52cab878e520..1feb6f4ece019b250b8f446687591be66de81d3d 100644 --- a/landing/lenses/033550.json +++ b/landing/lenses/033550.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -423,8 +423,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/033560.json b/landing/lenses/033560.json index 71fd5fbf59c55e80c4952d61601461c25c25044f..bb12c1af01513d3c8331f6ec444c981f415160cd 100644 --- a/landing/lenses/033560.json +++ b/landing/lenses/033560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1265,8 +1265,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033630.json b/landing/lenses/033630.json index 967c97dad76cf3da4ad42a4a2f0cc1f014e28ceb..c32773de3582fedc2326cdea17389fb5cf388855 100644 --- a/landing/lenses/033630.json +++ b/landing/lenses/033630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -628,8 +628,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -653,10 +653,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -671,10 +671,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033640.json b/landing/lenses/033640.json index a006739bcf20f646397d3cbb66f990af3872e5ec..e6ed8553b2ad405a4b93cf32dc36fe3593e26c28 100644 --- a/landing/lenses/033640.json +++ b/landing/lenses/033640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033660.json b/landing/lenses/033660.json index 1f4f39333bb152f686cf5da081a6586edf005012..04c2bcbf0d045138ec9424ec62ea139b80c2b479 100644 --- a/landing/lenses/033660.json +++ b/landing/lenses/033660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033780.json b/landing/lenses/033780.json index 08e20f24cca2cbd7e7039bac03f57382770a632f..9c5abadfba0390580ebe76e28e83c115d38c4032 100644 --- a/landing/lenses/033780.json +++ b/landing/lenses/033780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033790.json b/landing/lenses/033790.json index ef7a847be6e67faeb5f000366faec0d3b799f794..8bff6d7fe1084d61389706f54f26432c59d14888 100644 --- a/landing/lenses/033790.json +++ b/landing/lenses/033790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1244,8 +1244,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033830.json b/landing/lenses/033830.json index 7fb4a24da73dfbde823bf5fc039df29077ceb1ec..db456c85e66affa2e7861f1e1a4314fee24162f2 100644 --- a/landing/lenses/033830.json +++ b/landing/lenses/033830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033920.json b/landing/lenses/033920.json index 02c145a02e31b020d7f50ca222804c7a817e2790..afc470a45f92417ddb0ea59739de521fb1620b7f 100644 --- a/landing/lenses/033920.json +++ b/landing/lenses/033920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034020.json b/landing/lenses/034020.json index b4e1e86c2a722625f879cd95a0f390d9b4426f81..b1496b50bb452ff93200d393bfdce99af448b360 100644 --- a/landing/lenses/034020.json +++ b/landing/lenses/034020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "totalNotch": 4, "reasons": [ "중대형기업 (매출 17조)", - "시가총액 83조 (시장 지위)" + "시가총액 79조 (시장 지위)" ] }, "divergenceExplanation": [ @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,15 +1507,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/034120.json b/landing/lenses/034120.json index 2a793d8080d81a82c070b01c6f36fd6663ee792c..979f904a2831602c65aec00c18f5ad5829d88141 100644 --- a/landing/lenses/034120.json +++ b/landing/lenses/034120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.29%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034220.json b/landing/lenses/034220.json index 5f3faaf159ff4df0b6df8fd7d8774f18ceacfdc4..334099514b979bfeb56c1fd71f2712204f70c9b6 100644 --- a/landing/lenses/034220.json +++ b/landing/lenses/034220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "유동성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034230.json b/landing/lenses/034230.json index 325e0c2cdff47dad2a934a3ff796beb8590ee92a..7624dc89594b19e281d48f1f7b761fb0adf33de7 100644 --- a/landing/lenses/034230.json +++ b/landing/lenses/034230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1b75680f20af", + "target": "034230", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.496 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/034300.json b/landing/lenses/034300.json index 9b0a674a32b5d1082292dc3f7b15d5ffc5fd9d82..b4c81dd9964a302d1a2af5a2b58e7ca03bf79821 100644 --- a/landing/lenses/034300.json +++ b/landing/lenses/034300.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -423,8 +423,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/034310.json b/landing/lenses/034310.json index 8a4317b7c4c559dbb199a2b1c2b70c90c0a7e761..0048668a43d98eb07c718029eae2cdb669adccbf 100644 --- a/landing/lenses/034310.json +++ b/landing/lenses/034310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -965,19 +965,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -998,8 +998,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,17 +1044,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1064,7 +1064,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1123,7 +1123,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1132,7 +1132,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1166,8 +1166,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1412,12 +1412,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1c5753c1f515", + "target": "034310", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.446 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/034590.json b/landing/lenses/034590.json index 8f15a9dba4922d1d011aa620ddfda7158bf4146a..4eef1a6dc3cbfc4b3129de01590f0b35b30a61cd 100644 --- a/landing/lenses/034590.json +++ b/landing/lenses/034590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034730.json b/landing/lenses/034730.json index b9ed24e436945fd0a3650a3ca4873400965d9668..9ec8ea7f6853ff6d1372a7f9fcab87e8d16372b9 100644 --- a/landing/lenses/034730.json +++ b/landing/lenses/034730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034810.json b/landing/lenses/034810.json index 1fd1d8a9fe3c63b80514db848fd84f640c87d293..794842b2461d1af40179dca07eb4f93924eac213 100644 --- a/landing/lenses/034810.json +++ b/landing/lenses/034810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -934,8 +934,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -955,7 +955,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -963,7 +963,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034830.json b/landing/lenses/034830.json index 23b9f92678d54dd8814919c029420ee405a9fed1..b569240bdde0f9f36d81d80c35c508e5e0970546 100644 --- a/landing/lenses/034830.json +++ b/landing/lenses/034830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -145,7 +145,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -424,13 +424,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -530,14 +530,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -657,10 +657,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,8 +690,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -703,7 +703,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -723,8 +723,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -743,10 +743,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -756,7 +756,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -781,7 +781,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -858,8 +858,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -879,7 +879,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -887,7 +887,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034940.json b/landing/lenses/034940.json index 38f8d441824696c400895b3768a09bd2dd389863..e6476d4074a08395c258a05c83490a6cbeb66c3c 100644 --- a/landing/lenses/034940.json +++ b/landing/lenses/034940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 28.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 27.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034950.json b/landing/lenses/034950.json index eabe4e0a048986468aae06cdc859c809deac439f..e78758554a2e45e4a11628bacc0615c8ddbf4132 100644 --- a/landing/lenses/034950.json +++ b/landing/lenses/034950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035000.json b/landing/lenses/035000.json index df3334b7017ca06bcc62f76eb150c0739201910a..03a52d30c34bfef523e638962ed0794216c8ba39 100644 --- a/landing/lenses/035000.json +++ b/landing/lenses/035000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035080.json b/landing/lenses/035080.json index 3f7e60331a2637f479f369d883c62b7fb2d74fe1..89c644a211195238343f9072ce812d991e64b585 100644 --- a/landing/lenses/035080.json +++ b/landing/lenses/035080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035150.json b/landing/lenses/035150.json index 7746d98ffda54fdc5d29d54000ec1c142c507bf2..28738830b7cf0f109ad1cb95405405e8725920c7 100644 --- a/landing/lenses/035150.json +++ b/landing/lenses/035150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035200.json b/landing/lenses/035200.json index 30098f70158899004b7cf7b48283212bc3270ee6..ecb10a7954d84f27ce15d5acc53bdb695b13a093 100644 --- a/landing/lenses/035200.json +++ b/landing/lenses/035200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -968,15 +968,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1169,8 +1169,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,88 +1378,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:493f8ec31a7e", - "target": "035200", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/035250.json b/landing/lenses/035250.json index b01a6a68322344f1d8cd601a4d5f31634bb0a763..920ba7b35105e8d304e7dd6dcd0c439046a85624 100644 --- a/landing/lenses/035250.json +++ b/landing/lenses/035250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035290.json b/landing/lenses/035290.json index 36770d1219ce47085f5bc328ba364b3c24db32f1..372d5b3ca7a332d73be3db294a1bad2cf52e1d28 100644 --- a/landing/lenses/035290.json +++ b/landing/lenses/035290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-16", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-16", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-16", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-16", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1139,8 +1139,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035420.json b/landing/lenses/035420.json index 724810c4b151ddf9c0674d32db1e49801102c41f..2f083a33a6551693f19c9eba3b6bb2c718aca312 100644 --- a/landing/lenses/035420.json +++ b/landing/lenses/035420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1263,8 +1263,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035430.json b/landing/lenses/035430.json index b4c19b5e8509412147877a0a0173a49252e4a2ef..b13f4dda5622a01808e2721ce1ed98999506a597 100644 --- a/landing/lenses/035430.json +++ b/landing/lenses/035430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035460.json b/landing/lenses/035460.json index 2b6251c54c437c9d8adafc9e20ed0d3ed20a0092..93088c445f7e7ae930b3b3b9349dc2c860f733a4 100644 --- a/landing/lenses/035460.json +++ b/landing/lenses/035460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035510.json b/landing/lenses/035510.json index 5de48803045e6c10e0af147fa0638c74787ca6dc..22e871b977845d0d896c107e16e97d175b078f8d 100644 --- a/landing/lenses/035510.json +++ b/landing/lenses/035510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035600.json b/landing/lenses/035600.json index f2ba7bbd4cc5f16170a4e2a5b2b988eb24170a15..5a65c36b695d71a3d4b86120195ac2cf8dd14a28 100644 --- a/landing/lenses/035600.json +++ b/landing/lenses/035600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035610.json b/landing/lenses/035610.json index 4aaf79d9e4a870c51e6dc8115d7d33b86ba76a3c..18a1fa0c33742a673166b4f9e16ebf4f54a49dfc 100644 --- a/landing/lenses/035610.json +++ b/landing/lenses/035610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1246,8 +1246,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035620.json b/landing/lenses/035620.json index bdd912b853f016bc74bc4a68d415cf9e86916f43..e91bbb1d194ce683343c4318ae100a87f35fea01 100644 --- a/landing/lenses/035620.json +++ b/landing/lenses/035620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1182,8 +1182,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035720.json b/landing/lenses/035720.json index 894c0c54638c66e420f2b24d243301cf8fca4379..a4add0832ea187338e817b81db38206d305a9acc 100644 --- a/landing/lenses/035720.json +++ b/landing/lenses/035720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.55%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035760.json b/landing/lenses/035760.json index b8b1a7fcdb1fb42156b4b66ab40cebd59b04f43e..8bb6bb5626200cfef2720c868f22365580d2aa4d 100644 --- a/landing/lenses/035760.json +++ b/landing/lenses/035760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035810.json b/landing/lenses/035810.json index 3ce5092631549f0c375666bde8ea6a609a3a02dc..d0c1d26a713070652c4fb26d17049135fbad4324 100644 --- a/landing/lenses/035810.json +++ b/landing/lenses/035810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1262,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035890.json b/landing/lenses/035890.json index ae09ab614a02a484052d84a7ebe3d5361579ea0f..842ff2208bb30464737cfdd7b565207372279286 100644 --- a/landing/lenses/035890.json +++ b/landing/lenses/035890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,15 +1506,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/035900.json b/landing/lenses/035900.json index 8af8ab73ee9a1d8f4c88dd894c4075b0911a5585..a3935d26e10c1c903fbd7a9605d15292b4cf1d88 100644 --- a/landing/lenses/035900.json +++ b/landing/lenses/035900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/036000.json b/landing/lenses/036000.json index 31ce5afa701567f819f068f2a062fa0d3457dcb9..9901e79b0b02d3318e04106aac02128c3b395bf3 100644 --- a/landing/lenses/036000.json +++ b/landing/lenses/036000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036010.json b/landing/lenses/036010.json index 606d7dce4bcdbfa85dd65579631a099375d0e468..18839ac31ec44c6dbfd344848729cdb7b8a7e339 100644 --- a/landing/lenses/036010.json +++ b/landing/lenses/036010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0e044cbaf1ba", - "target": "036010", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.225 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036030.json b/landing/lenses/036030.json index 3646f54f3b7cc6ea0117de02859ff8c9fac8da47..74dec6638934855989d6a43cdaeeada68fcf3c57 100644 --- a/landing/lenses/036030.json +++ b/landing/lenses/036030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,14 +632,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -759,10 +759,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -780,8 +780,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -809,7 +809,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036090.json b/landing/lenses/036090.json index eef9812863fc798a1b64278c0ee6bf1f03950b81..c687a473e7f283b0eb3b76ccf96329403d7e6f73 100644 --- a/landing/lenses/036090.json +++ b/landing/lenses/036090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,88 +1457,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:15b0600f5816", - "target": "036090", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036120.json b/landing/lenses/036120.json index fb3efa61812ac6fff15535fa643642387d4a9bf9..40673b59b3f7e33bb987bab452c78d86637936f2 100644 --- a/landing/lenses/036120.json +++ b/landing/lenses/036120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036170.json b/landing/lenses/036170.json index 3ebc0ede1b634cfb56e3f4313e1b8244d6db9b38..4df7227defb51eb149d7bd74ecef792cde9395ed 100644 --- a/landing/lenses/036170.json +++ b/landing/lenses/036170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 7.68, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 6.28, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,14 +827,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 7.68, + "score": 6.28, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 7.71, + "score": 6.3, "assumptions": { "scenarioStress": "moderate" } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,15 +1061,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036180.json b/landing/lenses/036180.json index caf6c9bcc23e7f3861ceae930900e99c73308939..15706eec096856f4ea8222ba00e0e9466b6cd5e2 100644 --- a/landing/lenses/036180.json +++ b/landing/lenses/036180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-16", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-16", "period": "2024", "status": "derived", @@ -1127,7 +1127,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-16", "period": "2024", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1238,8 +1238,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036190.json b/landing/lenses/036190.json index f85075329bfd91f35ad65d2e59b7432ca0038830..4c39b7412ff07b005d651cf75923e7df95b4e4cd 100644 --- a/landing/lenses/036190.json +++ b/landing/lenses/036190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036200.json b/landing/lenses/036200.json index e69a39659aacc673cd8a2234f809d423e27c3758..0a1a4a8ca223d07913059948a98372cf0dc664c5 100644 --- a/landing/lenses/036200.json +++ b/landing/lenses/036200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1549,12 +1549,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:89468aa30b58", + "target": "036200", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.657 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036220.json b/landing/lenses/036220.json index 392def439211d02d44826a4ae7f43ae42d761fc1..e7b545accf37a24763692901bc76fc1763e97b47 100644 --- a/landing/lenses/036220.json +++ b/landing/lenses/036220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -898,7 +898,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.26%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1193,13 +1193,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1242,8 +1242,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036420.json b/landing/lenses/036420.json index 8fe44a46ec381bc82b19458a7c51a52606f4983e..53eb818d3b5b9f8f0644f2daa95feaa65f434623 100644 --- a/landing/lenses/036420.json +++ b/landing/lenses/036420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.4점 하향 (PD 203.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.4점 하향 (PD 205.52%). 최근 주가 하락이 반영된 결과", "D/EBITDA 129.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,7 +1204,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1247,8 +1247,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036460.json b/landing/lenses/036460.json index 4daaab83337f676723dab7ab452a6a3e121d0620..db4b7c64302f1567016e5114ebe8210383487a0e 100644 --- a/landing/lenses/036460.json +++ b/landing/lenses/036460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036480.json b/landing/lenses/036480.json index bb3a63cf5e7a679ad0456fbcf3e1c69321bc5262..a34d8f8fc2c7ffb310e937a71680acbeeb20bba3 100644 --- a/landing/lenses/036480.json +++ b/landing/lenses/036480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2020", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1220,8 +1220,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036530.json b/landing/lenses/036530.json index 94f920f4c7598522d63e68fd8261f5a7153439ce..75d553f167eb7d9937f020df7d49b90b0d103fc9 100644 --- a/landing/lenses/036530.json +++ b/landing/lenses/036530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -902,19 +902,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,17 +981,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1060,7 +1060,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1103,8 +1103,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1370,12 +1370,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:729b2c115354", + "target": "036530", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036540.json b/landing/lenses/036540.json index 474d411c5a7ad4a20b32f878bba14163efeecdaa..c453e4e8a1dfb1f279f9fb4f7102544c8faf4881 100644 --- a/landing/lenses/036540.json +++ b/landing/lenses/036540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1555,88 +1555,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f87ccb3231bd", - "target": "036540", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.664 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036560.json b/landing/lenses/036560.json index faffe0753d560c66dbd47c86e232c5fd6b9a4005..64e6b0f32ce3fbed4816e20eca7d0d6c9b20dd12 100644 --- a/landing/lenses/036560.json +++ b/landing/lenses/036560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1221,8 +1221,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036570.json b/landing/lenses/036570.json index acf98f271be45faaaf8bd099dc1749458b284a54..7cccb8401269b2a0e8ec258947f1efb3caedb0bc 100644 --- a/landing/lenses/036570.json +++ b/landing/lenses/036570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.19%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036580.json b/landing/lenses/036580.json index b22eb5851e9f2990fbe2f6031176c12758916e71..debec4ba637ba2cb5a1f50246da07f89d3c8e388 100644 --- a/landing/lenses/036580.json +++ b/landing/lenses/036580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036620.json b/landing/lenses/036620.json index 88b981730907f2bfcf32ddc5cf23f57b6792c684..8bac27f215e2cbbb55240bd3e2d7d30a25f033f0 100644 --- a/landing/lenses/036620.json +++ b/landing/lenses/036620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1218,8 +1218,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036630.json b/landing/lenses/036630.json index 703e5fe6c3c0d1338941b2b8b0c5e482c335a8b2..2818fa9d054c8597a542238d717f19c749420fa9 100644 --- a/landing/lenses/036630.json +++ b/landing/lenses/036630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036640.json b/landing/lenses/036640.json index 246d12e49cc2fb8d47d207c1e6225a0950cc0dd5..407cd0232d29398f5b10ddc46d26fa9b4947d997 100644 --- a/landing/lenses/036640.json +++ b/landing/lenses/036640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036670.json b/landing/lenses/036670.json index 99995dec0fb2a88c4c041f8869c2d0425da1e910..0e5de0b3d7f3906994960ce35e1e996f34863a43 100644 --- a/landing/lenses/036670.json +++ b/landing/lenses/036670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1220,8 +1220,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036690.json b/landing/lenses/036690.json index 4182125891f906aab4a747eaead2c080cf2bdfb9..d09e323e9a5c0b8143d0c3fb9c7ef2526dcfb8a7 100644 --- a/landing/lenses/036690.json +++ b/landing/lenses/036690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1222,8 +1222,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036710.json b/landing/lenses/036710.json index a81ae6dad21190bd756a92a7055cb172bed47bde..282933eeb3a9e72616cb46ef594a55c0272f5100 100644 --- a/landing/lenses/036710.json +++ b/landing/lenses/036710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1262,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036800.json b/landing/lenses/036800.json index 9fd36f0fa61fdfbc5c83fc37241ae952d763540a..fbb9f5d43021945b0e0bdbff87da131b0a148977 100644 --- a/landing/lenses/036800.json +++ b/landing/lenses/036800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036810.json b/landing/lenses/036810.json index bc14c66c1823067f68d6d317368389a7548a9f7d..11cbe5fa486636c16c7ca7ee70e2732e2a6f6cdb 100644 --- a/landing/lenses/036810.json +++ b/landing/lenses/036810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 49.68, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 53.11, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 49.68, + "score": 53.11, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 50.61, + "score": 53.98, "assumptions": { "scenarioStress": "moderate" } @@ -915,6 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 10.59%). 최근 주가 하락이 반영된 결과", "D/EBITDA 429.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1490,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1508,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/036830.json b/landing/lenses/036830.json index df489d5e1bae4295d2a2f23811f5ac4ecd521af5..6608a39e33de40d3516aa8c6a7de9d91e6a6dac4 100644 --- a/landing/lenses/036830.json +++ b/landing/lenses/036830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -747,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -768,8 +768,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -789,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -797,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036890.json b/landing/lenses/036890.json index 7b93679c60305a45cc64865e9e402c6603d5e00d..508ae913a9d80dcaac5493f03ab870cf2eb36527 100644 --- a/landing/lenses/036890.json +++ b/landing/lenses/036890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036930.json b/landing/lenses/036930.json index 18fd786bbd535107392f8e5427afb5219f0da2bc..43046fe794666ec6325020f061fbd9162e17295c 100644 --- a/landing/lenses/036930.json +++ b/landing/lenses/036930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1555,7 +1555,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1577,7 +1577,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1595,15 +1595,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/037030.json b/landing/lenses/037030.json index a6598d685d29ef4643dd7874f15ecf3848e59461..a4db785a25bc7d5046940a662e269859a5cc1eb6 100644 --- a/landing/lenses/037030.json +++ b/landing/lenses/037030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -599,18 +599,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 32.63, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 30.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,15 +794,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 32.63, + "grade": "dCR-BBB-", + "score": 30.38, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 34.13, + "grade": "dCR-BBB-", + "score": 31.88, "assumptions": { "scenarioStress": "moderate" } @@ -885,11 +885,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 5.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -904,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1031,15 +1030,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1064,8 +1063,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1077,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1110,17 +1109,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1155,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1183,13 +1182,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1198,7 +1197,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1211,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1232,8 +1231,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1433,88 +1432,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:68e524c4cfff", - "target": "037030", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/037070.json b/landing/lenses/037070.json index 79cf503715f1959f1c0eeb90dec69ce28c6bb423..663bf0af57e2aa795bd307c013b3cda792bfc8de 100644 --- a/landing/lenses/037070.json +++ b/landing/lenses/037070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1229,8 +1229,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037230.json b/landing/lenses/037230.json index b9111c1986ce23db01ddfc84ccda19996a87adc7..d276ff48ff5d77042c36fad729cc03db800a2b04 100644 --- a/landing/lenses/037230.json +++ b/landing/lenses/037230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1223,8 +1223,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037270.json b/landing/lenses/037270.json index 77ea329e39c588e066eb884fae93a92a41e6b384..7735f550b7222f20cfacdb648fdc055797f4e4a3 100644 --- a/landing/lenses/037270.json +++ b/landing/lenses/037270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/037330.json b/landing/lenses/037330.json index 013bccb115b3ede12281560ce28c90fec68fc79f..c9151c518c8a52f7b53c4a7916725895391c9a35 100644 --- a/landing/lenses/037330.json +++ b/landing/lenses/037330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 12.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 11.83%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/037340.json b/landing/lenses/037340.json index 8e76517292f6b63d52a7f283d4d0aee2cb95771f..4fd88bd80f7af6fd4fd384948f53831cfed932cc 100644 --- a/landing/lenses/037340.json +++ b/landing/lenses/037340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037350.json b/landing/lenses/037350.json index 4743f8db31a384bf0c319a3310cd44d4442d0212..249c51537d6234b37fe48667d72d452455b2d433 100644 --- a/landing/lenses/037350.json +++ b/landing/lenses/037350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1551,88 +1551,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:18c778b9bb7b", - "target": "037350", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/037370.json b/landing/lenses/037370.json index bf8f572092771a2574c746ec2430ead4e03aed19..52730fa5666c780e3c9ccbca880a5a229da58bed 100644 --- a/landing/lenses/037370.json +++ b/landing/lenses/037370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037400.json b/landing/lenses/037400.json index b74b0c19877e590441fd335189929ec4a7c33ec9..e1d3d8adedfb09e791ecf40f51f619a8029aa0f5 100644 --- a/landing/lenses/037400.json +++ b/landing/lenses/037400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.71%). 최근 주가 하락이 반영된 결과", "D/EBITDA 43.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1511,7 +1511,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1533,7 +1533,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1551,15 +1551,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/037440.json b/landing/lenses/037440.json index 16429908dbe435fc063ef06d56938f983eddf641..23409b61b7e496fc8f69f1402857e37f93fb5e78 100644 --- a/landing/lenses/037440.json +++ b/landing/lenses/037440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 4.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 4.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037460.json b/landing/lenses/037460.json index 64e9021b5f8af77e0151fbd0a9559ccf7590c7a8..4fc21c40f04ec506ecbe58a6e1857770342a8a55 100644 --- a/landing/lenses/037460.json +++ b/landing/lenses/037460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ef93526851ee", - "target": "037460", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/037560.json b/landing/lenses/037560.json index 23c8e00256e34bf03b5cf7e8b995fbf50a20e33d..db21a9658e081d904e2841df4f318253c766b2af 100644 --- a/landing/lenses/037560.json +++ b/landing/lenses/037560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.77%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037640.json b/landing/lenses/037640.json index 3a63279b5d6be8f55c3e8d7b4d097c0dfd53420a..e7aa161f37b29c1981ceea14499491548b850744 100644 --- a/landing/lenses/037640.json +++ b/landing/lenses/037640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -938,7 +938,7 @@ { "engine": "quant", "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=SourceUnavailableError, fdr=SourceUnavailableError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=SourceUnavailableError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.company.sectorKey", diff --git a/landing/lenses/037710.json b/landing/lenses/037710.json index 9ccad1144ea5715133369901c16067c56e24710d..120faf7f95a136890ecab5634188d48642ddb1c8 100644 --- a/landing/lenses/037710.json +++ b/landing/lenses/037710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.3점 하향 (PD 2.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 2.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1224,8 +1224,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037760.json b/landing/lenses/037760.json index b446552437f741f503f4e6c388d5bdecef6bd9a2..587c02ac8f5c67cea6c48c671546399c380be675 100644 --- a/landing/lenses/037760.json +++ b/landing/lenses/037760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037950.json b/landing/lenses/037950.json index 4ce2490866f73a83dec9b798ecb3f54097056f48..392d8341b90eb05decf083e0d1e543d63b878be6 100644 --- a/landing/lenses/037950.json +++ b/landing/lenses/037950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038010.json b/landing/lenses/038010.json index f93f5f73e441caedfa027c50164a61e50961f4df..058865f18e557cd1b441dc65d6fd68a424d37c0e 100644 --- a/landing/lenses/038010.json +++ b/landing/lenses/038010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038060.json b/landing/lenses/038060.json index 77e72cd46f954c7d3092e91632135c4d1bed559f..57410d40d96d29f0784425e6a9139b9249cf060c 100644 --- a/landing/lenses/038060.json +++ b/landing/lenses/038060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-14", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-14", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-14", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-14", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038070.json b/landing/lenses/038070.json index e7b9dcf7fba643a0977d53d2fd3d78e72a9d365a..4f8c7335ce9cc9b67650e3606ff2eaf3f4f8310e 100644 --- a/landing/lenses/038070.json +++ b/landing/lenses/038070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038110.json b/landing/lenses/038110.json index 7ffbcc093df613c5cd1d2559619282f247cac7a6..c7d16ddbfb062adf070a1c4fc2e0882cb3f16872 100644 --- a/landing/lenses/038110.json +++ b/landing/lenses/038110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 17.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 17.20%). 최근 주가 하락이 반영된 결과", "D/EBITDA 18.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1264,8 +1264,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038160.json b/landing/lenses/038160.json index 58c73da9b10a9f74bd895286492737984620bd8a..4e918b3161d402bcbcaf966876edd86a09cf6dd2 100644 --- a/landing/lenses/038160.json +++ b/landing/lenses/038160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -48,10 +48,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -150,7 +150,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -199,7 +199,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -248,7 +248,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -737,14 +737,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -859,10 +859,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -891,7 +891,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -911,7 +911,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2023", "status": "derived", @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1020,8 +1020,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1045,10 +1045,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1063,10 +1063,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1077,7 +1077,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1085,7 +1085,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038290.json b/landing/lenses/038290.json index 7630b8d346ea2e5b70d922f3b20bf767067b1aed..84f0e40916513403cf0e28c6489986c5a8876260 100644 --- a/landing/lenses/038290.json +++ b/landing/lenses/038290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -769,8 +769,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038340.json b/landing/lenses/038340.json index 12fe83a585e518a20ccc6f148beb69b53ed593c6..b7dc86c99339205b638228e370892673b9ec1b3c 100644 --- a/landing/lenses/038340.json +++ b/landing/lenses/038340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -628,8 +628,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -653,10 +653,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -671,10 +671,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038390.json b/landing/lenses/038390.json index cbc4bb3f4f293fbad63797fb47727889bf904540..c6087073a29fd0ac2e4538da0a446d543404fbb1 100644 --- a/landing/lenses/038390.json +++ b/landing/lenses/038390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1045,19 +1045,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1197,13 +1197,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1212,7 +1212,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1246,8 +1246,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038460.json b/landing/lenses/038460.json index 9814dd6470f2a8194be2007a7aaded6751bbb666..f530a56d3ade9878a9a268ce6cccaf74f79ceb55 100644 --- a/landing/lenses/038460.json +++ b/landing/lenses/038460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.22%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1145,7 +1145,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1228,8 +1228,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,10 +1253,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1271,10 +1271,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038500.json b/landing/lenses/038500.json index 8e714e346b7082dbc5ad8ce0a8735c121f909520..de10794ce44cbe71117ed486627e1b8387438250 100644 --- a/landing/lenses/038500.json +++ b/landing/lenses/038500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1249,8 +1249,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038530.json b/landing/lenses/038530.json index 4387cc5a1cc2a3d7aa73c14505c665dc6d3c764e..7d780951bc814d6e48072222b9ee5ac823a6528f 100644 --- a/landing/lenses/038530.json +++ b/landing/lenses/038530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9881.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9884.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-26", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,7 +1130,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-26", "period": "2025", "status": "derived", @@ -1152,7 +1152,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-26", "period": "2025", "status": "observed", @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1265,8 +1265,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038540.json b/landing/lenses/038540.json index 4a20b3e0ddba5abfcf9f1180558a62bcb01ccbaf..18c14c679e014faf620ad5a279775439e87b5d6a 100644 --- a/landing/lenses/038540.json +++ b/landing/lenses/038540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038620.json b/landing/lenses/038620.json index 1b1f05a8c54e538e96e73990729583208c7aed65..efe0d5c9fe9af01b6e7146e34c14a86eeb02e195 100644 --- a/landing/lenses/038620.json +++ b/landing/lenses/038620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6e6105039379", + "target": "038620", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.274 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/038680.json b/landing/lenses/038680.json index 5932cb978456235849b974efd617f67a63043bd0..8328663fb7d9496b84ab5dc90f79a5c44b3b06b2 100644 --- a/landing/lenses/038680.json +++ b/landing/lenses/038680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038870.json b/landing/lenses/038870.json index ee7de6850d39b039aefef237a21abe7f3bde4cda..d982b5da8084df4523dfe872a02f79ad94ea2946 100644 --- a/landing/lenses/038870.json +++ b/landing/lenses/038870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 83점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 10.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 10.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1470,7 +1470,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1492,7 +1492,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1510,8 +1510,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/038880.json b/landing/lenses/038880.json index e05cf01bd08f0417891b6d0d6941a41292b5bda8..c321cd5d368dc38aea7addccf98942d06ad85eb3 100644 --- a/landing/lenses/038880.json +++ b/landing/lenses/038880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1243,8 +1243,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038950.json b/landing/lenses/038950.json index ec6109dc3764619b5d7aeda98b75899c18c158a3..19e784c3ce1358844372a3abd999dc96d0d83622 100644 --- a/landing/lenses/038950.json +++ b/landing/lenses/038950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1170,8 +1170,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039010.json b/landing/lenses/039010.json index f31da26855b7c948c764bfa31a769b444d650be4..b14b6ca9951c786136cf0dc1c95b3ba5ee678630 100644 --- a/landing/lenses/039010.json +++ b/landing/lenses/039010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1213,8 +1213,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039020.json b/landing/lenses/039020.json index fb0ecd82810ef5154bc6e3279f86d3c0bcc3ad0f..45594b4194f2bda57937f7a88a10d3c0d7cdf8c8 100644 --- a/landing/lenses/039020.json +++ b/landing/lenses/039020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039030.json b/landing/lenses/039030.json index 50d587e7be9e668585d9b3896b048f74508ae345..1830e54618fd3c3012c0ee80df4a6ae490743085 100644 --- a/landing/lenses/039030.json +++ b/landing/lenses/039030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039130.json b/landing/lenses/039130.json index 9a8190d8fbffa7eef6ca2b2bae684fc314c2e0d3..4f07e79a5b2c2065a8406591f8926e8d6fc774fc 100644 --- a/landing/lenses/039130.json +++ b/landing/lenses/039130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 15.46, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 16.78, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 15.46, + "grade": "dCR-A-", + "score": 16.78, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 16.44, + "score": 17.93, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,11 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039200.json b/landing/lenses/039200.json index 02fef3ec9671fef2ac0f72e19be3bb18ef4a8fb1..a9e967884ef9f3405704bb424070ec5c0f0dae2f 100644 --- a/landing/lenses/039200.json +++ b/landing/lenses/039200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039240.json b/landing/lenses/039240.json index a6c14fe40644e3a585e73cc1301b089d09f56160..59451ffcc708bdcae8376bf92d82d836bb7d694b 100644 --- a/landing/lenses/039240.json +++ b/landing/lenses/039240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,7 +932,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -947,14 +947,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1124,10 +1124,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1146,7 +1146,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1235,8 +1235,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039290.json b/landing/lenses/039290.json index 940cc8a1ce4ac3af8fbd144628ce71f4ccc0e334..42662fa3981cabf0fee125c3ff23c15eff3e01c4 100644 --- a/landing/lenses/039290.json +++ b/landing/lenses/039290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1000,7 +1000,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1168,8 +1168,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1385,7 +1385,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1407,7 +1407,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1425,15 +1425,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/039310.json b/landing/lenses/039310.json index 04044543fc4decfb1855642832b2497d09619aa5..a168fb22666c4647e5f49e18d4fac128a3b00f8b 100644 --- a/landing/lenses/039310.json +++ b/landing/lenses/039310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1245,8 +1245,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039340.json b/landing/lenses/039340.json index bffb920d08165818c5f6644257fd3b3656a1f3d9..79a6c1d5480c9187b990c5b7f55714104c5511cc 100644 --- a/landing/lenses/039340.json +++ b/landing/lenses/039340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:80f03dca48a1", - "target": "039340", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.584 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/039420.json b/landing/lenses/039420.json index 45fac85e7f85b739372b340138f306e5371e5640..cb595a77b970f382505bc9c7574736a3079c929f 100644 --- a/landing/lenses/039420.json +++ b/landing/lenses/039420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039440.json b/landing/lenses/039440.json index d83be3d9526e8024f3582b0db2f76ad56f12393e..1773f9fcbe8c8991a61e8638f183b4cae2c7fe22 100644 --- a/landing/lenses/039440.json +++ b/landing/lenses/039440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039490.json b/landing/lenses/039490.json index f19ede4b5337089430d6be60e342c5a1992d5fe7..ed1c3601ac38fcfabc31c0fefddaa3b0db1020c1 100644 --- a/landing/lenses/039490.json +++ b/landing/lenses/039490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -803,8 +803,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -816,8 +816,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -834,10 +834,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -847,7 +847,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -856,7 +856,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -924,10 +924,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -945,8 +945,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -966,7 +966,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -974,7 +974,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039560.json b/landing/lenses/039560.json index 2faa700caddd41bd601be61261f43d480987a4f6..ed1518d461982c065b85b8012539edad89e1c140 100644 --- a/landing/lenses/039560.json +++ b/landing/lenses/039560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -769,8 +769,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039570.json b/landing/lenses/039570.json index 93bc8fb9ee526ff255e3bde9e79d8c45fe0aadee..ede510b5ff29645a785510d8ddf5e88c015256d9 100644 --- a/landing/lenses/039570.json +++ b/landing/lenses/039570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039610.json b/landing/lenses/039610.json index ff2ff623b070e045908069225b09753b2872b9de..3a65c4642e42b834955f98a6184232781ca74132 100644 --- a/landing/lenses/039610.json +++ b/landing/lenses/039610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1243,8 +1243,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,7 +1452,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1474,7 +1474,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1492,8 +1492,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/039670.json b/landing/lenses/039670.json index 88a73047c6df0523cecf7776977e8967fe2ba510..14a64e3d66191a5ea593eab5fee92da192a2ef99 100644 --- a/landing/lenses/039670.json +++ b/landing/lenses/039670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -50,10 +50,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -154,7 +154,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -205,7 +205,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -256,7 +256,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1065,8 +1065,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1090,10 +1090,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1108,10 +1108,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039740.json b/landing/lenses/039740.json index c1cdc419926c5d032f2ff5beeae1b849684c2349..e43e88cd156178e75d45571a65505f8ddb47ed48 100644 --- a/landing/lenses/039740.json +++ b/landing/lenses/039740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 33.43, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 31.18, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 33.43, + "grade": "dCR-BBB-", + "score": 31.18, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 34.43, + "score": 32.18, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -906,11 +911,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 5.12%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1502,88 +1506,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:67b0d540db3a", - "target": "039740", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.682 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/039790.json b/landing/lenses/039790.json index 9b9f178df56287a34e72713299e0a5d598f8979d..8047e45d35dbf850af8fdbbfe01552660621ad4c 100644 --- a/landing/lenses/039790.json +++ b/landing/lenses/039790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -881,10 +881,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -990,8 +990,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1015,10 +1015,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1033,10 +1033,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1047,7 +1047,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1055,7 +1055,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039830.json b/landing/lenses/039830.json index 0dd16dc7a923f194dd21e22b64c52e0c6942de06..a200dd3091b2d5170a5f3e0f191c03a67a1f6737 100644 --- a/landing/lenses/039830.json +++ b/landing/lenses/039830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 11.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 10.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1047,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1205,7 +1205,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1248,8 +1248,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1661,12 +1661,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:685015eb02b1", + "target": "039830", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/039840.json b/landing/lenses/039840.json index 638e38e3bf5c209e596d2aa48674b6e78e080db4..f04b6c7e29d73b725543f4add791d63babd32d95 100644 --- a/landing/lenses/039840.json +++ b/landing/lenses/039840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039860.json b/landing/lenses/039860.json index d6d39eab76042716446ae48d01ef71069c28832e..1ce1d2f368ad79601654643e9eab3fb5134a152e 100644 --- a/landing/lenses/039860.json +++ b/landing/lenses/039860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039980.json b/landing/lenses/039980.json index 8db3e1d1d152dd3119ed614166cfc377bbaed604..62ce1f6f47a331ee70f7614ee51876620d962e72 100644 --- a/landing/lenses/039980.json +++ b/landing/lenses/039980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -927,7 +927,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.00%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040160.json b/landing/lenses/040160.json index ab532e26e215303b5ef70ec73780d2fe3db7dc2f..dbb05b33d7dc3408c0a51b5c144220a8066b9d08 100644 --- a/landing/lenses/040160.json +++ b/landing/lenses/040160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040300.json b/landing/lenses/040300.json index 0ab3a354f7c3802d983b80ecd7a5d1ac1e688207..3d181ddf57eedfc2c6a13180476d77f1e308a1f3 100644 --- a/landing/lenses/040300.json +++ b/landing/lenses/040300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -997,8 +997,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1028,10 +1028,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1041,7 +1041,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1139,8 +1139,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040350.json b/landing/lenses/040350.json index f1ef34d9de96499e25c56ad51472d699322fed2c..cdc65c9c05b007bf12aee528041940aae6b27de4 100644 --- a/landing/lenses/040350.json +++ b/landing/lenses/040350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 11.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 10.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1181,8 +1181,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1390,7 +1390,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1412,7 +1412,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1430,8 +1430,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/040420.json b/landing/lenses/040420.json index c8cfeae90c7b27191f079e64a8d53f606fb15e38..57ccb0649fc42c9ccd8f722e37fbc7655a4c8acb 100644 --- a/landing/lenses/040420.json +++ b/landing/lenses/040420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f9ddffdc43f2", + "target": "040420", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.751 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/040610.json b/landing/lenses/040610.json index 09f34d2cd20c3a6d15a96bf3c23add31a7a56dbb..3221cfb6785f7013ee62ba1c394c17c43c8d441c 100644 --- a/landing/lenses/040610.json +++ b/landing/lenses/040610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040910.json b/landing/lenses/040910.json index 35988c1b67838329f89d4402bec6301c574dab3c..a0b10de93b851c5589a5ab113f0c50fbba561f53 100644 --- a/landing/lenses/040910.json +++ b/landing/lenses/040910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:431ab1c82787", + "target": "040910", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.292 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/041020.json b/landing/lenses/041020.json index 8450d9c7a25a6bd6facbae9400440198f40703d9..8aed3d4ce4c70c3f83a720951a483d789ae3c231 100644 --- a/landing/lenses/041020.json +++ b/landing/lenses/041020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041190.json b/landing/lenses/041190.json index ba121ab05daa9314246f0547de4ba0161e2021ac..b14b36437840ec4e9febff318fec97b5cf277a06 100644 --- a/landing/lenses/041190.json +++ b/landing/lenses/041190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -103,7 +103,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -164,7 +164,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -408,13 +408,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -533,14 +533,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -660,10 +660,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -699,8 +699,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -720,8 +720,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -748,7 +748,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -831,8 +831,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041440.json b/landing/lenses/041440.json index a23d4f9118e6f49f40b10fd5e354462df5616a33..25c6a80b142055549f639b3ac336c8a7ba63a88d 100644 --- a/landing/lenses/041440.json +++ b/landing/lenses/041440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/041460.json b/landing/lenses/041460.json index f0830406559fe60b67e168ba2dff7a31bd425ab5..7863418feb681cf358829779c1a1447005e46f46 100644 --- a/landing/lenses/041460.json +++ b/landing/lenses/041460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041510.json b/landing/lenses/041510.json index 6b294dee8a9b48fab6b16ec247c200cc49fdc64e..526e64517b4292358285bdef5a110e8424925f99 100644 --- a/landing/lenses/041510.json +++ b/landing/lenses/041510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041520.json b/landing/lenses/041520.json index 0d4d8e0788541ceb4094bab9d2b7d63058305ff1..3e7bbf60d4e2faa3a8fa0102f55ee9f1e84e943a 100644 --- a/landing/lenses/041520.json +++ b/landing/lenses/041520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1170,8 +1170,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041590.json b/landing/lenses/041590.json index f8e550e4f1de5e2d727eb85297d41c6dc1a6cbc8..e0857cb66bf64533ce72b7b9e0b8a0bc91aee526 100644 --- a/landing/lenses/041590.json +++ b/landing/lenses/041590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1150,8 +1150,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041650.json b/landing/lenses/041650.json index 6963873ccf474c40628631c32bb27d58903ae4a3..ccd748a9a29af4f71f160229d7a1f70ac06123f4 100644 --- a/landing/lenses/041650.json +++ b/landing/lenses/041650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.88%). 최근 주가 하락이 반영된 결과", "D/EBITDA 18.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041830.json b/landing/lenses/041830.json index 62eedf8d66530a678171142f02c1abffefd76196..92021b9bf68570dd45ae571117c1a41d7bf47612 100644 --- a/landing/lenses/041830.json +++ b/landing/lenses/041830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -747,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -768,8 +768,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -789,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -797,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041910.json b/landing/lenses/041910.json index bd2a99eba7f6e0b14b2c3b747dba371a1f91b7ca..c620296169f729cb49fb224ae348d44f90c29409 100644 --- a/landing/lenses/041910.json +++ b/landing/lenses/041910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1212,8 +1212,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041920.json b/landing/lenses/041920.json index 125e5dda315fd5858813023d6df7a07f42210707..98ec056d140ba81e36777372adddc73ba6efdb8d 100644 --- a/landing/lenses/041920.json +++ b/landing/lenses/041920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041930.json b/landing/lenses/041930.json index f7a1644ca23ed1437c6e8ef0786223ed28df15b7..b97156a126aae4eb9430bad488034ab1cf10cc5d 100644 --- a/landing/lenses/041930.json +++ b/landing/lenses/041930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041960.json b/landing/lenses/041960.json index 6fbe3b2f924ecfdbd663d3ef0d0b32bfb1cd24a2..bc6043f72d9004518d506cf2cc53f0c6dba5ea74 100644 --- a/landing/lenses/041960.json +++ b/landing/lenses/041960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 40.83, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 40.62, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 40.83, + "score": 40.62, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 41.52, + "score": 41.44, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042000.json b/landing/lenses/042000.json index 1c7a8325f9fb33acebc0cf1cc35c33a31dd3b587..8dc458f8d34e11f801267da6032e2da6f05ca473 100644 --- a/landing/lenses/042000.json +++ b/landing/lenses/042000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1242,8 +1242,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,7 +1451,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1473,7 +1473,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1491,8 +1491,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/042040.json b/landing/lenses/042040.json index e047166b944ced84d729260f6db70f1f4486d166..4f9902da07abfa7200fd6d5fb752bc39e1691592 100644 --- a/landing/lenses/042040.json +++ b/landing/lenses/042040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1643.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1468.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -974,19 +974,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1007,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,17 +1053,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1098,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1132,7 +1132,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1141,7 +1141,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1175,8 +1175,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,10 +1200,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1218,10 +1218,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1588,12 +1588,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5ec59e4505ef", + "target": "042040", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/042110.json b/landing/lenses/042110.json index f1ce65dee7ecd7a6a783a8a1b618b7c226e1aa40..7fa0509d4eaef631732f4dc59c4e0b45a7989650 100644 --- a/landing/lenses/042110.json +++ b/landing/lenses/042110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042370.json b/landing/lenses/042370.json index bdbd71c970b06fdd8cbf24e0f0eb4905651383e1..eaea331b4ef5bab4b89d7022f2f1c0fd76b7d158 100644 --- a/landing/lenses/042370.json +++ b/landing/lenses/042370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -756,14 +756,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -883,19 +883,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -916,8 +916,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -929,7 +929,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -949,8 +949,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -962,17 +962,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -982,7 +982,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1035,13 +1035,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1050,7 +1050,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042420.json b/landing/lenses/042420.json index f7f989efde70e341ac2a0c23e9968a55fbe94584..3504806a24325c2ad83fd5640d4c2f425fdc7e2e 100644 --- a/landing/lenses/042420.json +++ b/landing/lenses/042420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042500.json b/landing/lenses/042500.json index 001b44ee54d6c4e3dca639b7bc748537b33462d1..991b50becc1d04ec898b2d0a89f3f4a6c93131b3 100644 --- a/landing/lenses/042500.json +++ b/landing/lenses/042500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042510.json b/landing/lenses/042510.json index fa53e1fa27a8093169cc7d89a78bad6301c4afa3..acc307ee4622229619df9248a83a5a9ae4652113 100644 --- a/landing/lenses/042510.json +++ b/landing/lenses/042510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 15.07, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 14.01, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 15.07, + "score": 14.01, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 15.74, + "score": 14.58, "assumptions": { "scenarioStress": "moderate" } @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 4.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042520.json b/landing/lenses/042520.json index 5d0786dbaa734daf78f604ae1662d0cc098eef98..d9436bc8cd27c3fa813312ee857f6162ed6b9671 100644 --- a/landing/lenses/042520.json +++ b/landing/lenses/042520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,10 +1150,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1265,8 +1265,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042600.json b/landing/lenses/042600.json index cce3368fede999220e34a0d7a0f32ef98b166b22..14061eaabd73cff914497933264a81bc6237e3ae 100644 --- a/landing/lenses/042600.json +++ b/landing/lenses/042600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042660.json b/landing/lenses/042660.json index 427fb6a6e2646c3b42319800f372f16c361f9dab..2926d1734e95dbaf5f81aec96d06a867b617c89d 100644 --- a/landing/lenses/042660.json +++ b/landing/lenses/042660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -627,13 +627,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1266,8 +1266,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1569,7 +1569,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1591,7 +1591,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1609,8 +1609,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/042670.json b/landing/lenses/042670.json index 393b73d20bff081b6d34801a4ea307dcf43babeb..043a4660ad82637a4c74a677b0120c51d71bfb71 100644 --- a/landing/lenses/042670.json +++ b/landing/lenses/042670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -619,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -741,10 +741,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-12-26", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -780,7 +780,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -800,7 +800,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-12-26", "period": "2024", "status": "derived", @@ -821,7 +821,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-12-26", "period": "2024", "status": "observed", @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -932,8 +932,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -957,10 +957,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -975,10 +975,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -989,7 +989,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1013,7 +1013,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042700.json b/landing/lenses/042700.json index 7bc3f34f8e55a4345d711b22ea9f2ce8a6c5c7a5..b455e2399fdd00f064c0017301c3ae01279eaf85 100644 --- a/landing/lenses/042700.json +++ b/landing/lenses/042700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042940.json b/landing/lenses/042940.json index f538db649bf021493ea8289178ac3350725634da..9def4adfe7b669ec4d8e535c216e58658d4c2b58 100644 --- a/landing/lenses/042940.json +++ b/landing/lenses/042940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.49%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043090.json b/landing/lenses/043090.json index d2dfc178053c337b217da316a8dc921c5c3b7d56..d31f1431351fdc5fc02f27f4c070a2284fd79072 100644 --- a/landing/lenses/043090.json +++ b/landing/lenses/043090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 2089.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 2137.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-07", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1181,8 +1181,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043100.json b/landing/lenses/043100.json index d9245cbfd774cdbb5a494e04bd3f7c547f3be771..9991422b5304f4954ecf079ed60f2ffe155f49de 100644 --- a/landing/lenses/043100.json +++ b/landing/lenses/043100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 97.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 96.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-07", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1181,8 +1181,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043150.json b/landing/lenses/043150.json index 5adec3be1c71e4431dc3502c006d35d97fc75def..b40bca6ddc974a410cbc986cdf8fc8a775375b0d 100644 --- a/landing/lenses/043150.json +++ b/landing/lenses/043150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043200.json b/landing/lenses/043200.json index 281a4311016f027ed316bb157fa9780ec897a3ca..5626d9d8af6ce6807856fb47faf70f413215a3c0 100644 --- a/landing/lenses/043200.json +++ b/landing/lenses/043200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043220.json b/landing/lenses/043220.json index 622cc36959ddee053881989da584b1a4af4e86e4..9b1b6ae9b29393a41a8a8e03ce4dddfe5ed30a2b 100644 --- a/landing/lenses/043220.json +++ b/landing/lenses/043220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-12-09", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-12-09", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-12-09", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043260.json b/landing/lenses/043260.json index 0f06ab9f870dc27717398c24bf9b74b8757efc64..18d47bd411bdb18e9582ee88dc38ecf0f4960f1b 100644 --- a/landing/lenses/043260.json +++ b/landing/lenses/043260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:e5ee69156f14", - "target": "043260", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.222 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/043340.json b/landing/lenses/043340.json index 914b496754ec44e587085a53909b72474acd2558..f958568c1499f8da19fd9b70ef1bf039ca005d1e 100644 --- a/landing/lenses/043340.json +++ b/landing/lenses/043340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -629,14 +629,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -756,10 +756,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -777,8 +777,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -806,7 +806,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043360.json b/landing/lenses/043360.json index b7395acd472a805822c516fea91ede5bc4cb6cd6..c5ce052c5645ec903a4ac245e40c0183f3ed7a38 100644 --- a/landing/lenses/043360.json +++ b/landing/lenses/043360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1225,8 +1225,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043370.json b/landing/lenses/043370.json index a5a59b5e3d8da13b0e305f072eeba9bb635f4e53..c2390cecc4c9373afe76e4efec7c9f2e3f43b99b 100644 --- a/landing/lenses/043370.json +++ b/landing/lenses/043370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043590.json b/landing/lenses/043590.json index 8728ea0395cbe34561c3de29abd10fc0abc4d548..49b8c130e24b1474e6360993ed4863ceef20a3af 100644 --- a/landing/lenses/043590.json +++ b/landing/lenses/043590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043610.json b/landing/lenses/043610.json index 42d8f1e7ac9f89c265f7ed40f7db7da95cb26913..b2b7d49ff93600642503ddbef4af884a5637a5c0 100644 --- a/landing/lenses/043610.json +++ b/landing/lenses/043610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,7 +1204,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1247,8 +1247,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1660,88 +1660,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:bdd83f7e1959", - "target": "043610", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.632 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/043650.json b/landing/lenses/043650.json index 90830e5a78c8e555f3b938272c624925cf836687..51833b1a717a61dfe8ec888371ac61fde8acebdf 100644 --- a/landing/lenses/043650.json +++ b/landing/lenses/043650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,10 +1054,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1169,8 +1169,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,10 +1194,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043710.json b/landing/lenses/043710.json index 2537c4417f21fd1b0629650f0a78ac6c2a95e6f0..801dd50867114706c157ce5e4943a5214fb77ffe 100644 --- a/landing/lenses/043710.json +++ b/landing/lenses/043710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 22.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 23.83%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1183,8 +1183,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043910.json b/landing/lenses/043910.json index 029ce974278f5e6f102cf5669eeafac912fd32c0..5186cdeb29d849c846cbfd5d0ff566ed52597ba9 100644 --- a/landing/lenses/043910.json +++ b/landing/lenses/043910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044060.json b/landing/lenses/044060.json index a31773177897af2b187a7ef6aa54c381594cc154..0e62ba15e6ff963a806c9b0b2311ddcd9b9d6458 100644 --- a/landing/lenses/044060.json +++ b/landing/lenses/044060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044180.json b/landing/lenses/044180.json index 36550e55b818cbe79a1c828cc995af2494fe1c86..328a192e6bae8bb8add6e2f35440d4c0d96bb94d 100644 --- a/landing/lenses/044180.json +++ b/landing/lenses/044180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 603.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 613.29%). 최근 주가 하락이 반영된 결과", "D/EBITDA 25.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044340.json b/landing/lenses/044340.json index f84ffc3becc2c0648eb9d3bad87fbd82e3860b1e..f944198ea4f26eb2107f118d8112807d00a5afee 100644 --- a/landing/lenses/044340.json +++ b/landing/lenses/044340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1169,8 +1169,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044380.json b/landing/lenses/044380.json index 3aa93d938f9c1331c83ad6f0432092abf17f8263..caa4dbb4c33f6680a93de272a9e1972c3555bbba 100644 --- a/landing/lenses/044380.json +++ b/landing/lenses/044380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1180,8 +1180,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044450.json b/landing/lenses/044450.json index d155ee336c3caf997d1bcba0032d4d0c8172ad8f..515e8182987cca08b4883e3f10a47c93c075045d 100644 --- a/landing/lenses/044450.json +++ b/landing/lenses/044450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044480.json b/landing/lenses/044480.json index 45e8795c5e1a20a5e9ad02bf0a4eafc4225176de..194001b4d2c360c1cbf3c7d3458cb707ddb0feb1 100644 --- a/landing/lenses/044480.json +++ b/landing/lenses/044480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 153.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 136.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1181,8 +1181,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044490.json b/landing/lenses/044490.json index 673857528e09bfd73a29d90467d8194c7cf67157..183fc139328af86f5d3c662fba58fee4400a152e 100644 --- a/landing/lenses/044490.json +++ b/landing/lenses/044490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -917,7 +917,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 4.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 4.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1220,8 +1220,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044780.json b/landing/lenses/044780.json index 3381d4f041b31e4f585294152d25d9f5f7f2ee98..e5777ff035756af1c3a1872b9e5648ed4a62b963 100644 --- a/landing/lenses/044780.json +++ b/landing/lenses/044780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044820.json b/landing/lenses/044820.json index a4090aa53f5d9fb7922d14d014cd1e7cadfd46b6..895f81a4c9a60354d6c300e24d111f8b4b6203d6 100644 --- a/landing/lenses/044820.json +++ b/landing/lenses/044820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -904,19 +904,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -937,8 +937,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,17 +983,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1056,13 +1056,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1071,7 +1071,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1105,8 +1105,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1130,10 +1130,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044960.json b/landing/lenses/044960.json index 7c4d53bc5d15b41d68db88aed1bd294cc2d8bfbd..e339bc2af260c4d3fd71cdde270588cc821f6e49 100644 --- a/landing/lenses/044960.json +++ b/landing/lenses/044960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1216,8 +1216,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1259,10 +1259,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044990.json b/landing/lenses/044990.json index 993351c2338f0f80203378c3aaaa758822b0686f..12d6cd20104a1955660edd17c136c67e55fa1e96 100644 --- a/landing/lenses/044990.json +++ b/landing/lenses/044990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -734,7 +734,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -754,8 +754,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -775,8 +775,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -803,7 +803,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -865,10 +865,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -886,8 +886,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -915,7 +915,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045060.json b/landing/lenses/045060.json index 863c584ba116ace358f0ebf0c91007c5010adc0f..5af5811442843aa2a4374874872547cfbeb6b9d9 100644 --- a/landing/lenses/045060.json +++ b/landing/lenses/045060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1594,12 +1594,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3fc16734a330", + "target": "045060", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/045100.json b/landing/lenses/045100.json index 7c1d1807df9e0ad2411244b8b8e0f6ff3841cd90..3a70fc68670cac44d19905b0c5c127215befc1c6 100644 --- a/landing/lenses/045100.json +++ b/landing/lenses/045100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045300.json b/landing/lenses/045300.json index fc928ef35bddfedcd05b1854a4d1734601de27e1..2656a9fac1cf4cd898eb1262ac60e63ae7625c15 100644 --- a/landing/lenses/045300.json +++ b/landing/lenses/045300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045340.json b/landing/lenses/045340.json index b192e74b997321344e361a83639e805f11d36d34..c4faf901c46d53d2233a6d45e0232fa97911023d 100644 --- a/landing/lenses/045340.json +++ b/landing/lenses/045340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1223,8 +1223,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,10 +1248,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045390.json b/landing/lenses/045390.json index 68e9dbec80950b16aeddba0ab0e7cdcb97f70a7a..1936f3d9ea588c888e9e49f18d790b121bbbab01 100644 --- a/landing/lenses/045390.json +++ b/landing/lenses/045390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045510.json b/landing/lenses/045510.json index 70a50b88b77145c2d65617c341d689772a5c5071..62ebc2acfde3bd90691022e0d7d986f135629ac7 100644 --- a/landing/lenses/045510.json +++ b/landing/lenses/045510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -747,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -768,8 +768,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -789,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -797,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045520.json b/landing/lenses/045520.json index 8f6e57c16845ec0507b305112b48224b35f23eac..a09439097265565442c75d60638f9952318a52c8 100644 --- a/landing/lenses/045520.json +++ b/landing/lenses/045520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 13.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 11.44%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045660.json b/landing/lenses/045660.json index 35e4f6b1f839f23ffae7ead1ce08c3d73e88cdf4..6cb630df896ea6c11d335bdfd1be221bba3e9da2 100644 --- a/landing/lenses/045660.json +++ b/landing/lenses/045660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045970.json b/landing/lenses/045970.json index bbf857dd6f7f03ca92e2c91bcd3327823e757069..f5f155f35c87a491d208d5fdee5ea8acef634e02 100644 --- a/landing/lenses/045970.json +++ b/landing/lenses/045970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 16.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 16.43%). 최근 주가 하락이 반영된 결과", "D/EBITDA 40.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1244,8 +1244,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046070.json b/landing/lenses/046070.json index 47eeb3fd84d0a10837ceb0549ffa800ab91bdd1d..7845a29a106804149e3ce1b3bbd1d8f1f7af5ea6 100644 --- a/landing/lenses/046070.json +++ b/landing/lenses/046070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 커뮤니케이션서비스 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,19 +852,19 @@ "gradeHistory": [ { "period": "2026", - "score": 78.68, + "score": 78.37, "grade": "CC", "pdEstimate": 25.0 }, { "period": "2025", - "score": 87.51, + "score": 88.51, "grade": "C", "pdEstimate": 40.0 }, { "period": "2024", - "score": 72.99, + "score": 73.99, "grade": "CCC", "pdEstimate": 15.0 }, @@ -876,25 +876,25 @@ }, { "period": "2022", - "score": 48.05, + "score": 49.05, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2021", - "score": 42.94, + "score": 43.94, "grade": "BB-", "pdEstimate": 2.5 }, { "period": "2020", - "score": 67.5, + "score": 68.75, "grade": "B-", "pdEstimate": 10.0 }, { "period": "2019", - "score": 71.65, + "score": 73.31, "grade": "CCC", "pdEstimate": 15.0 } @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 77점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 106.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 138.07%). 최근 주가 하락이 반영된 결과", "D/EBITDA 279.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046120.json b/landing/lenses/046120.json index dfff00a29bda67ada8fbe9e4cacfc0fdf9046f12..12fc62cfc98083df8fc5c06efe80a2b93d8d07ee 100644 --- a/landing/lenses/046120.json +++ b/landing/lenses/046120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/046210.json b/landing/lenses/046210.json index 8d555d0e5af9571f9459a60bc05f60353ab7bc98..c5a8a51096df62ecc2e65d4d21b126a25c422c58 100644 --- a/landing/lenses/046210.json +++ b/landing/lenses/046210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046310.json b/landing/lenses/046310.json index 30b79801335799743d668b21d00b309db7fc6421..1e39cfc32232c455836d20fd1c5705fb680f6472 100644 --- a/landing/lenses/046310.json +++ b/landing/lenses/046310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4a85f3d5a445", + "target": "046310", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/046390.json b/landing/lenses/046390.json index a8037980ad4b931fd13504a4e445ed2064fd0448..ad970d9455233718c3b84482dc8d551aafae5938 100644 --- a/landing/lenses/046390.json +++ b/landing/lenses/046390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1170,8 +1170,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046400.json b/landing/lenses/046400.json index d3d9f4b557b8502c53d02e3926b4d7ccc3f1c631..6d63379eeb1050147d113dc8f39c381b7e39feaa 100644 --- a/landing/lenses/046400.json +++ b/landing/lenses/046400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -961,10 +961,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1111,10 +1111,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1132,8 +1132,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,10 +1157,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1175,10 +1175,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046440.json b/landing/lenses/046440.json index da1544fd07ce068de53fe3192769d4be6c85533f..b4fb2a6ed318ad0f2ac14e5bba009775436a493d 100644 --- a/landing/lenses/046440.json +++ b/landing/lenses/046440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046890.json b/landing/lenses/046890.json index 7a6fede537afb7a2d1a59741d3e0d9b5c9d669e7..90c16f9e2479280113c0173b913291a3e0f1bb45 100644 --- a/landing/lenses/046890.json +++ b/landing/lenses/046890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1562,7 +1562,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1584,7 +1584,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1602,8 +1602,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/046940.json b/landing/lenses/046940.json index 28c0e6d84c88d66fecd97848eb1e109c9e63730e..4e2ea79438914fcc3bd7a19c7db21f20afdb70b5 100644 --- a/landing/lenses/046940.json +++ b/landing/lenses/046940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/046970.json b/landing/lenses/046970.json index 5adcb1c997cd6c20ad5c822ced9250c07f765fc6..5b244b7459d0ba2c4d6ea8c6ca506b25014954be 100644 --- a/landing/lenses/046970.json +++ b/landing/lenses/046970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047040.json b/landing/lenses/047040.json index c94d75084415db9424d684348d590f6ac5aed88e..175379756d197bbe0556c95264de5d5c7a5ffc2f 100644 --- a/landing/lenses/047040.json +++ b/landing/lenses/047040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,8 +1508,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/047050.json b/landing/lenses/047050.json index 2825fe054cbca64c9739bef821edc4e90e15760b..9b976ce1691c1036e79656d276680f0ae078166e 100644 --- a/landing/lenses/047050.json +++ b/landing/lenses/047050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047080.json b/landing/lenses/047080.json index 608abb664c4f1b6b0e68f1524b53fd87a6b7ac34..cecc8651764ec2ba3b805977e9a0b828efc9fa9d 100644 --- a/landing/lenses/047080.json +++ b/landing/lenses/047080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047310.json b/landing/lenses/047310.json index 352f84603f89a0d91380d58580f01dca6b078f95..b8ffc53ef56c354a4418da3ff4052c58a677cb49 100644 --- a/landing/lenses/047310.json +++ b/landing/lenses/047310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1e02c5fb21b9", + "target": "047310", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.324 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/047400.json b/landing/lenses/047400.json index 4b5c5d3db077373ac2cf868bdefcfa882d5052b8..c11514ebc7000352e79777ac7ef335574330b74e 100644 --- a/landing/lenses/047400.json +++ b/landing/lenses/047400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 27.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 26.83%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1562,7 +1562,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1584,7 +1584,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1602,15 +1602,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/047560.json b/landing/lenses/047560.json index bdd68bd8698062a177645910e0520fedc33ff032..2c0757ca40d3c8e9f579f7cfac1c88a1275631fe 100644 --- a/landing/lenses/047560.json +++ b/landing/lenses/047560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1169,8 +1169,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1393,7 +1393,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1415,7 +1415,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1433,8 +1433,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/047730.json b/landing/lenses/047730.json index f71f7249134392ab40cde4033935dc7905b8db58..067d551996f04400e22355c3d377171fed0a79f7 100644 --- a/landing/lenses/047730.json +++ b/landing/lenses/047730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047770.json b/landing/lenses/047770.json index 129155052de8406dd16c048935f37d755c720406..dce04253605f0c4baa29bf651514b1bebf18f42f 100644 --- a/landing/lenses/047770.json +++ b/landing/lenses/047770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047810.json b/landing/lenses/047810.json index ae040e2c71452708d2406def7e2ef996c09275a5..12dec3fbd03603a5cd8ec0082be7cff4b541bc4c 100644 --- a/landing/lenses/047810.json +++ b/landing/lenses/047810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1263,8 +1263,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,88 +1464,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4cc7c7698bfb", - "target": "047810", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.52 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/047820.json b/landing/lenses/047820.json index a99619be03c72a5050c666eb7830e0a3743a2ba9..094eec1a3db7d5c62bdeea58ab4de76dfe201fdf 100644 --- a/landing/lenses/047820.json +++ b/landing/lenses/047820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047920.json b/landing/lenses/047920.json index 91f0efe2beec39afc00afea3df33cd7dfad8c954..5602265cd7066c812652773c3fa5f3cce238a2b7 100644 --- a/landing/lenses/047920.json +++ b/landing/lenses/047920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,14 +632,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -759,10 +759,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -780,8 +780,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -809,7 +809,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048260.json b/landing/lenses/048260.json index f99e5d96d598ee17e1b8bc87f2ee354b9dd5c45f..eedb36351a58d930c4dd328c5277033cc148f8e4 100644 --- a/landing/lenses/048260.json +++ b/landing/lenses/048260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048410.json b/landing/lenses/048410.json index 2ee77b6044462eb00ef7eea3831696233c2dd957..8c32b258bc4bd77193f65057d2ac8fee5623cfb2 100644 --- a/landing/lenses/048410.json +++ b/landing/lenses/048410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1169,8 +1169,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048430.json b/landing/lenses/048430.json index ede96172b155952e051ad85649623078101be9ae..b710fffd61b5ab48a0c02ac2f42db936792accd6 100644 --- a/landing/lenses/048430.json +++ b/landing/lenses/048430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048470.json b/landing/lenses/048470.json index b34de50141add29f5d97aa54c751cfbdd20607e0..ddc2eb189b3885b45be9dddf2275531701865a5e 100644 --- a/landing/lenses/048470.json +++ b/landing/lenses/048470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,10 +1114,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1225,8 +1225,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048530.json b/landing/lenses/048530.json index a88f3ba69a67ced8dd83c7fe5de49d265f9e0746..ae3de93d4888cb27f237e86ef8a3f82b34541c0a 100644 --- a/landing/lenses/048530.json +++ b/landing/lenses/048530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c466352963d8", + "target": "048530", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.638 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/048550.json b/landing/lenses/048550.json index 25b20fb263301aacd5641b0607473231164c595b..fcb510ce9e14554bbc62ba02e09a8d20f1508f00 100644 --- a/landing/lenses/048550.json +++ b/landing/lenses/048550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -966,19 +966,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -992,8 +992,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,17 +1037,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1114,7 +1114,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1123,7 +1123,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1157,8 +1157,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048770.json b/landing/lenses/048770.json index 2ad62288bfdee68a4e58503b672a28e86f81d8e0..34a0ddb7c6e1d1b2ce5d206bd85ca99e713fc386 100644 --- a/landing/lenses/048770.json +++ b/landing/lenses/048770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 54.43, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 53.98, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 54.43, + "score": 53.98, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 55.56, + "score": 55.31, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048830.json b/landing/lenses/048830.json index a23c7f626986e9c6d80cd9088da0381cf8805fa9..1c242923830f843b0863311158c0cd641bacbf92 100644 --- a/landing/lenses/048830.json +++ b/landing/lenses/048830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048870.json b/landing/lenses/048870.json index 495e5ce0075b89a8959cd680336b731bd174d1a6..db2ea8f7c8c07c90236b866a6d9e9527107577ec 100644 --- a/landing/lenses/048870.json +++ b/landing/lenses/048870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.17%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/048910.json b/landing/lenses/048910.json index c37d156306d5c278696f7e28a456700e7fa1fea2..977a67a4735d9842bab692a3f046f0cd865bc4ce 100644 --- a/landing/lenses/048910.json +++ b/landing/lenses/048910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049070.json b/landing/lenses/049070.json index a182a8a1332971e885d6ecc0af40b8dc86c13ddc..cf17ff37ec3be1341cfb6aa29fab8ea533d47729 100644 --- a/landing/lenses/049070.json +++ b/landing/lenses/049070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1262,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1471,7 +1471,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1493,7 +1493,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1511,8 +1511,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/049080.json b/landing/lenses/049080.json index 8e0b7b6e467b6173655047c799b9b7698c0e92f2..4c8c3af58cf33bed113ecd811831b9496c1de810 100644 --- a/landing/lenses/049080.json +++ b/landing/lenses/049080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1554,7 +1554,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1576,7 +1576,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1594,15 +1594,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/049120.json b/landing/lenses/049120.json index 119a5e89d20ce42bd061a79be37b65e577ebb40c..c1f90aeb0fb775f4289a8b166bdbf1960a7d586d 100644 --- a/landing/lenses/049120.json +++ b/landing/lenses/049120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "유동성 축이 70점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1011,8 +1011,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,10 +1064,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1179,8 +1179,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049130.json b/landing/lenses/049130.json index d84d77f073d8512c76e9047b7f95635ea2349864..8f8fb33b893f84a20be83dc65505a4367d0bf074 100644 --- a/landing/lenses/049130.json +++ b/landing/lenses/049130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -551,10 +551,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -569,10 +569,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -591,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049180.json b/landing/lenses/049180.json index 71fede0d3065c3b9494b5ff3ea37422c2245c506..da3c190df51ba82953d4544775fd0ab09ad6910f 100644 --- a/landing/lenses/049180.json +++ b/landing/lenses/049180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-16", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-16", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-16", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049430.json b/landing/lenses/049430.json index e9492629739352d512de3a8eb106046b10880377..b8b1e47b726ccda3fd69b819e77906bc89a1634e 100644 --- a/landing/lenses/049430.json +++ b/landing/lenses/049430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1249,8 +1249,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,15 +1498,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/049470.json b/landing/lenses/049470.json index c99fef0df42821c93791f3fd2111738683685cc7..1fbbbb96381d9268ae3dd9ca7b2e564f29642d45 100644 --- a/landing/lenses/049470.json +++ b/landing/lenses/049470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1224,8 +1224,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049480.json b/landing/lenses/049480.json index 580784c528dc546b72c580ac9c3e0ab4a434e4c3..ef41ba5ea357d9ff04cf421c0e6e8add15e52f7a 100644 --- a/landing/lenses/049480.json +++ b/landing/lenses/049480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049520.json b/landing/lenses/049520.json index 89a550403140fb83e5c474071388b85036e02f21..3d504bfc4d888d9f15061609765ba798df2bb112 100644 --- a/landing/lenses/049520.json +++ b/landing/lenses/049520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049550.json b/landing/lenses/049550.json index 8520a8db2a3289eb848fdb23f109f523a02c55c0..9117faf4f1c998cbb9aca07b77f6e948623c1866 100644 --- a/landing/lenses/049550.json +++ b/landing/lenses/049550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1595,12 +1595,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8e61462e6c32", + "target": "049550", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049630.json b/landing/lenses/049630.json index 43254bfdf546064fabb18df5fc399708ea038862..4a57a1bf7bbb723ba493c04ccdbc382cd1970834 100644 --- a/landing/lenses/049630.json +++ b/landing/lenses/049630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049720.json b/landing/lenses/049720.json index d76853e7e807d94584174d27511b7030a1bee15d..a91151905556ddedfe9df9f57105144d7017bcd4 100644 --- a/landing/lenses/049720.json +++ b/landing/lenses/049720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/049770.json b/landing/lenses/049770.json index 3340fe2767187f1f6dd71ac2aa122c53558dbdf6..cce61037919feb0a4cc62eaf049ebb3b29bf7cf6 100644 --- a/landing/lenses/049770.json +++ b/landing/lenses/049770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049800.json b/landing/lenses/049800.json index 40a317bf12ea7ac9c635b46492a9fcbec0d8e071..137d1a56f284693982d682b1e620fb9932eba8ef 100644 --- a/landing/lenses/049800.json +++ b/landing/lenses/049800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,14 +622,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -770,8 +770,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -791,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049830.json b/landing/lenses/049830.json index e6ea825536f9c0420141bbcf72598dad03cee464..182026ef50635cdd493b09c93b9bca473762d9da 100644 --- a/landing/lenses/049830.json +++ b/landing/lenses/049830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,10 +1106,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1119,7 +1119,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1217,8 +1217,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,10 +1242,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1260,10 +1260,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049950.json b/landing/lenses/049950.json index 0ff80b5dae7d7ee864d2f15f693720816c136ce8..a5da61519799a63998da8a2ba4749a7655bcf419 100644 --- a/landing/lenses/049950.json +++ b/landing/lenses/049950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1169,8 +1169,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,12 +1378,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3e5292b016ee", + "target": "049950", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.743 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049960.json b/landing/lenses/049960.json index 24ee8f7764a364ef6287406cbe7a1948f3bf7173..5b8ce383d7614684a8aef081cd6546571f00091d 100644 --- a/landing/lenses/049960.json +++ b/landing/lenses/049960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050090.json b/landing/lenses/050090.json index c3898a1b2d17af1326f606ca43b6bb5eee335074..7ea637fe9d22e4a282c6c72c46aa0f94a44b52ea 100644 --- a/landing/lenses/050090.json +++ b/landing/lenses/050090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -934,8 +934,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -954,8 +954,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1063,8 +1063,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1092,7 +1092,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050110.json b/landing/lenses/050110.json index 537280f5ec7bc4ab470733e22873dcf394d69752..e1fc790848981cbf8fee76d67829df2ea02ceabb 100644 --- a/landing/lenses/050110.json +++ b/landing/lenses/050110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-10", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-10", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-10", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050120.json b/landing/lenses/050120.json index 8e00dafc750a4aa3c27ea40e2956e0c9610ce623..ad74c24255181c0afdfe741fcd9f0c22cbb97937 100644 --- a/landing/lenses/050120.json +++ b/landing/lenses/050120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1165,8 +1165,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,10 +1190,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1208,10 +1208,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050540.json b/landing/lenses/050540.json index 3f565b61b2208ee822b97b01469a667bce2533e9..18125f5fe1805277bd8f2a716050243e1a9116f6 100644 --- a/landing/lenses/050540.json +++ b/landing/lenses/050540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1218,8 +1218,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050760.json b/landing/lenses/050760.json index ec98b262ecddd0af0bd3bb7dedde54fe68e44f95..cdd51526b884dc5d9347e2a41972670f47372cbe 100644 --- a/landing/lenses/050760.json +++ b/landing/lenses/050760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/050860.json b/landing/lenses/050860.json index 03b10e2085322c6965bf609377ffdf0159c637fc..965ba4ee04caf716da50767bb0182b67e043e837 100644 --- a/landing/lenses/050860.json +++ b/landing/lenses/050860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1192,8 +1192,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050890.json b/landing/lenses/050890.json index 802e329893eb6792a356d1991f16401ec4442af3..75e3aea623629b177b24c8cb799b9a49b3a9c736 100644 --- a/landing/lenses/050890.json +++ b/landing/lenses/050890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050960.json b/landing/lenses/050960.json index 168e2238aea3e73d3adfbd478ebd5829c37e225c..3adb08f3e399730310681e33c3bafe09d87a5870 100644 --- a/landing/lenses/050960.json +++ b/landing/lenses/050960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1243,8 +1243,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051160.json b/landing/lenses/051160.json index d4adb0b338bd7d3092410e3185a7ce5b84a107e8..04df4b44ed0d8fa161eb5504abe915d65abecd25 100644 --- a/landing/lenses/051160.json +++ b/landing/lenses/051160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051310.json b/landing/lenses/051310.json index de934a1923eccca68f3ee554a81a1600ab892c4a..47e653d6c19e63c0943dfc66364d0436c0f70af2 100644 --- a/landing/lenses/051310.json +++ b/landing/lenses/051310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051360.json b/landing/lenses/051360.json index 658a8cb7aa90a4f83cdedab5920a73781cbb3325..646c0382ce667180cbc04be5dcabed66635168a2 100644 --- a/landing/lenses/051360.json +++ b/landing/lenses/051360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051370.json b/landing/lenses/051370.json index 1d7ddec335703f18e5456f2e70ebdb9321d5b6f2..f0f6fff657e303c9117ddb955b565c4db9336ce3 100644 --- a/landing/lenses/051370.json +++ b/landing/lenses/051370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2018", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.00%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1231,8 +1231,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051380.json b/landing/lenses/051380.json index 85b5cc395fd53bb04b7af0ac31eb0d730c1ebe2e..f70c5469348690449c3ea57a7bfa412ea7456b53 100644 --- a/landing/lenses/051380.json +++ b/landing/lenses/051380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1213,8 +1213,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051390.json b/landing/lenses/051390.json index 639553f1e92a20a4f559b27aa0040c6e3452b1f3..08ed54d28eadbde1c1cf59133aceb3e2301dc33a 100644 --- a/landing/lenses/051390.json +++ b/landing/lenses/051390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051490.json b/landing/lenses/051490.json index c66c44abbfc9cdbe58967f76920de4fd38c830d8..f693d55f10f6056f80145cd62a9e2fd853782d8d 100644 --- a/landing/lenses/051490.json +++ b/landing/lenses/051490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 8.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 8.54%). 최근 주가 하락이 반영된 결과", "D/EBITDA 72.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051500.json b/landing/lenses/051500.json index ad5a13e4328dc33f303f4c0c6b19b779e2d7db0d..259854111b45ce5fcc9cb83b0658bc5f7771acaa 100644 --- a/landing/lenses/051500.json +++ b/landing/lenses/051500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 7.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 8.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1565,7 +1565,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1587,7 +1587,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1605,15 +1605,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/051600.json b/landing/lenses/051600.json index e800f1e2f07596b64ea220a4c2f78e6c5e79e7ca..9e853833102f781e86e1e1bd4ae73106635cc71d 100644 --- a/landing/lenses/051600.json +++ b/landing/lenses/051600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051630.json b/landing/lenses/051630.json index d0b888728f8e7f25e8a4a68b1d75fb9c84f7634c..3c4bac83abcebef7ecaa16ecb1d7e08f64ea19ac 100644 --- a/landing/lenses/051630.json +++ b/landing/lenses/051630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,10 +1107,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1218,8 +1218,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051780.json b/landing/lenses/051780.json index e60bae32c620da1920dfd0ebf68cedc8dbb0757e..2946d12549f23fa1878e59298d8f862042d89640 100644 --- a/landing/lenses/051780.json +++ b/landing/lenses/051780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 71.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 95.10%). 최근 주가 하락이 반영된 결과", "D/EBITDA 3830.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051900.json b/landing/lenses/051900.json index 6dd41b5a60145f74bc7387bf5625eddd101e913a..f9e38dfdef339fa5876e7678208719ca8b0efa70 100644 --- a/landing/lenses/051900.json +++ b/landing/lenses/051900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1248,8 +1248,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051910.json b/landing/lenses/051910.json index 0c632898c9ca58c50900b860237087054ccbd114..18a3347680ba919dc1827206bf93171a2e2bae7e 100644 --- a/landing/lenses/051910.json +++ b/landing/lenses/051910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -769,8 +769,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,10 +785,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -803,10 +803,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -849,7 +849,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051980.json b/landing/lenses/051980.json index 4cd62640e08d8c1892da7af85958ba912d1e2336..b5bdae2c29fd15a6a4bd2df19a0257ecc01adff3 100644 --- a/landing/lenses/051980.json +++ b/landing/lenses/051980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-10", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-10", "period": "2025", "status": "derived", @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-10", "period": "2025", "status": "observed", @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1171,8 +1171,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052020.json b/landing/lenses/052020.json index daf446593d299cae67067e6a612bc8d7d136a05f..bfb35d3a28e2208167cc799dce1118c83e98f70e 100644 --- a/landing/lenses/052020.json +++ b/landing/lenses/052020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -928,7 +928,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -994,7 +994,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,8 +1096,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052190.json b/landing/lenses/052190.json index 2e369ea27674a7c44e314db083870591652b129c..969bfc292c71b20bcfb0ca7e5dc746dd7140a8b7 100644 --- a/landing/lenses/052190.json +++ b/landing/lenses/052190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -927,7 +927,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,8 +1059,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,10 +1084,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1102,10 +1102,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052220.json b/landing/lenses/052220.json index 7b0cc3370c2ab4ca21fccaffd35bed889a1c36ef..2706a35615b0b1fd071e168872c125de93f18ddb 100644 --- a/landing/lenses/052220.json +++ b/landing/lenses/052220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052260.json b/landing/lenses/052260.json index a15f7fc4c8a32c7640e781295966950e033f37c3..17b373038ab1a89cb71b05a84e8cec218ac51b68 100644 --- a/landing/lenses/052260.json +++ b/landing/lenses/052260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052270.json b/landing/lenses/052270.json index 077c84be141f22b982cabce4701b74d08a346832..9e4e03f08991440068678b8f5de508d60ca54c36 100644 --- a/landing/lenses/052270.json +++ b/landing/lenses/052270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -558,13 +558,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1135,8 +1135,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,10 +1160,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1178,10 +1178,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052300.json b/landing/lenses/052300.json index 60344a7b94841ccdf10bce461b8c87dc9572588b..d5f1501fedc4596a1bd5784a1bc2ee4d3992f0b4 100644 --- a/landing/lenses/052300.json +++ b/landing/lenses/052300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052330.json b/landing/lenses/052330.json index ab78374671a5309b4702d416d6a916a6ca6696a7..c7c9a1461b737bc5884031a2ae0853b0f3e7e0c5 100644 --- a/landing/lenses/052330.json +++ b/landing/lenses/052330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1249,8 +1249,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,88 +1450,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:629a2c207ad7", - "target": "052330", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.606 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/052400.json b/landing/lenses/052400.json index 91a6ed6637940d9a23fc0733e53987efc4569ac4..9d5621b0117fc209ebe64587e3d67094a881707b 100644 --- a/landing/lenses/052400.json +++ b/landing/lenses/052400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3a575d099798", - "target": "052400", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/052420.json b/landing/lenses/052420.json index 04fd476172cbea7157e66f6bc12032bc7ae4f7fa..77774c684957f5331aceeaefe6840013528448d4 100644 --- a/landing/lenses/052420.json +++ b/landing/lenses/052420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052460.json b/landing/lenses/052460.json index 084f2d456b6817c7229d57e1f8fb1973952695af..1b02bec82a386240f3e858f67286bf7783f93d5e 100644 --- a/landing/lenses/052460.json +++ b/landing/lenses/052460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052600.json b/landing/lenses/052600.json index 069dea33659186aa36228421e3337700cab22069..5217f7b8aab4abe5de83bbd2bec397a759527061 100644 --- a/landing/lenses/052600.json +++ b/landing/lenses/052600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1222,8 +1222,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052670.json b/landing/lenses/052670.json index 1df5a3d4df4109bee51e8c89ae237dccee879e0f..24c231216bf5fb1c4bf5319ddce074cc86f0f296 100644 --- a/landing/lenses/052670.json +++ b/landing/lenses/052670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-02-20", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-02-20", "period": null, "status": "derived", @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-02-20", "period": null, "status": "observed", @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1135,8 +1135,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,10 +1160,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1178,10 +1178,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052690.json b/landing/lenses/052690.json index 4b7f992a776e10dc94fc61155f44ebdf5b14c6a6..d03651288fd7eca2f6e47629c493782a0a51af7f 100644 --- a/landing/lenses/052690.json +++ b/landing/lenses/052690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1047,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1199,13 +1199,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1248,8 +1248,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052710.json b/landing/lenses/052710.json index 5c319af95e5a1fb35a5ae58c80a1cfc744f4e78b..f60b19620f0054d3451bab60d2cd1c04d26aeca2 100644 --- a/landing/lenses/052710.json +++ b/landing/lenses/052710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 37.55, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 35.30, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 37.55, + "grade": "dCR-BB+", + "score": 35.3, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 38.89, + "grade": "dCR-BB+", + "score": 36.64, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052770.json b/landing/lenses/052770.json index 64dcaf962e424e281ff199f2ecda76790086f0ba..9d4892cf71f9ffed171559bb0fa5a7c91b3938bb 100644 --- a/landing/lenses/052770.json +++ b/landing/lenses/052770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 610.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 618.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-23", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-23", "period": "2024", "status": "derived", @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-23", "period": "2024", "status": "observed", @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1171,8 +1171,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052790.json b/landing/lenses/052790.json index a8df251e784a37dca0ba532b0766de5aa927e67f..04acf91f9cc1d355cd2b4a98dbbc75a1723dda4f 100644 --- a/landing/lenses/052790.json +++ b/landing/lenses/052790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052860.json b/landing/lenses/052860.json index 21b4abd77aa6d5febee5a36f24b232efcbc4362c..4ee009c2f5854710cc286aa0d698461e9b615c6b 100644 --- a/landing/lenses/052860.json +++ b/landing/lenses/052860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052900.json b/landing/lenses/052900.json index 97d1460cd1b61b5abc3120887355423c75f5aeab..25e289e68f79926cba2084b95b92680d1122eacb 100644 --- a/landing/lenses/052900.json +++ b/landing/lenses/052900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1249,8 +1249,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053030.json b/landing/lenses/053030.json index f761355cdf74b2f956923193d80df402b3bea826..b66df4d9a04b7b520f320b032159f488430fac62 100644 --- a/landing/lenses/053030.json +++ b/landing/lenses/053030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 48.97, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 51.21, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 48.97, + "score": 51.21, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 49.32, + "score": 51.65, "assumptions": { "scenarioStress": "moderate" } @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 86점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 28.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053050.json b/landing/lenses/053050.json index 5d884678d1ef197a956e42154ad0aac3cbd04b09..422f1119eab239d4b869611873c8acfe703736ed 100644 --- a/landing/lenses/053050.json +++ b/landing/lenses/053050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1229,8 +1229,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053060.json b/landing/lenses/053060.json index 4aa0a590d0510546d306565b1c18c24a3f0aa31a..aa9a2242cba4da74c6e0c38a757a4b7eaa001f20 100644 --- a/landing/lenses/053060.json +++ b/landing/lenses/053060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053080.json b/landing/lenses/053080.json index 81d0ffa620ab4489a178e403b141a9babe539acf..c63437d7083414d169a21a55a78aec6aaf24e3cb 100644 --- a/landing/lenses/053080.json +++ b/landing/lenses/053080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 13.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 14.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1002,19 +1002,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1035,8 +1035,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1081,17 +1081,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1160,7 +1160,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1169,7 +1169,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1203,8 +1203,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053160.json b/landing/lenses/053160.json index 204e575c4929d2da905d5d032200fb3ab6c6d5fc..bec37659e2e6ca4f1f1d5c1b91f94637b3efe92e 100644 --- a/landing/lenses/053160.json +++ b/landing/lenses/053160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,6 +611,309 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "053160", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-A-", + "summary": "dCR 위험점수 18.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 0.64, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 0.13, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 30.0, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 4.5, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 29.91, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 2.99, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/053160/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/053160/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 산업재 업종 기준 양호한 수준이다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/053160/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/053160/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/053160/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 23.90, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/053160/axes/자본구조", + "status": "derived", + "detail": "위험점수 0.64, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/053160/axes/유동성", + "status": "derived", + "detail": "위험점수 30.00, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/053160/axes/현금흐름", + "status": "derived", + "detail": "위험점수 17.50, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/053160/axes/사업안정성", + "status": "derived", + "detail": "위험점수 29.91, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/053160/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-A-", + "score": 18.48, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-A-", + "score": 18.83, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 0.53, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2025", + "score": 19.29, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2024", + "score": 36.91, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2023", + "score": 37.11, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2022", + "score": 26.31, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2021", + "score": 0.96, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2020", + "score": 36.12, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2019", + "score": 24.35, + "grade": "BBB", + "pdEstimate": 0.25 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.08, + "notchAdjustment": null, + "divergenceExplanation": [ + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -621,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -738,6 +1041,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "053160", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.245, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.43, + "direction": "positive", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.5, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.245 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -748,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -769,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -893,7 +1376,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -904,9 +1387,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -951,9 +1436,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -970,8 +1457,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/053210.json b/landing/lenses/053210.json index 03f9ffd02e54cee7eacec6529d149a7e5c11ebb0..a7ac91fa05b1cbb5b6be0f355a1f558c1c65a8f8 100644 --- a/landing/lenses/053210.json +++ b/landing/lenses/053210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053260.json b/landing/lenses/053260.json index 15dceccbb99e5a8bf8515092695a94de93ee16f0..403763dfc5e815104988f7974d6a02ea66625aed 100644 --- a/landing/lenses/053260.json +++ b/landing/lenses/053260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:55fac0151638", + "target": "053260", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.815 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/053270.json b/landing/lenses/053270.json index c9b22d5fa4ba9811f770389870db0bc3bbd3aab7..1b7c88ae5bf258a3f1a4cdb12462cd4af3f4a996 100644 --- a/landing/lenses/053270.json +++ b/landing/lenses/053270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053280.json b/landing/lenses/053280.json index fec6761e7e2c989fd9a27804060f1ff513130834..72a201339b760c60057114e96477187f46b55892 100644 --- a/landing/lenses/053280.json +++ b/landing/lenses/053280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053290.json b/landing/lenses/053290.json index c62361c880751253dbdd7b2611d7018c8a7e940d..ca258b271bbf4e762c51a468a1bbbdbe53af61fd 100644 --- a/landing/lenses/053290.json +++ b/landing/lenses/053290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -942,14 +942,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1069,10 +1069,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,10 +1119,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1230,8 +1230,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053300.json b/landing/lenses/053300.json index a4ba43195803774dd4d14fa9a9cc75b47742b6b6..bf97c9604076747bb3666ac6c3aba0b7dba2ce17 100644 --- a/landing/lenses/053300.json +++ b/landing/lenses/053300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053350.json b/landing/lenses/053350.json index e871bd67828aa21641d70146ae70a04963faee9d..6383cb6b55516b979bea09e9a2689c231520b1ae 100644 --- a/landing/lenses/053350.json +++ b/landing/lenses/053350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1129,8 +1129,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053450.json b/landing/lenses/053450.json index 4d2aa6da200fc675c928ef6c819bfef2c65fde4e..bdf5c5e59813f69958bdbad946eef045db715c41 100644 --- a/landing/lenses/053450.json +++ b/landing/lenses/053450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 99.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 99.11%). 최근 주가 하락이 반영된 결과", "D/EBITDA 32.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053580.json b/landing/lenses/053580.json index 6714c5aa339f22bbd386dcc80d0f30ae48bf2215..98c4053f614de305bbabc95ad5d6322743f55535 100644 --- a/landing/lenses/053580.json +++ b/landing/lenses/053580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2022", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1174,10 +1174,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1195,8 +1195,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053610.json b/landing/lenses/053610.json index a0b5b051ca5b9e7a140d021a0c040963097a3fb1..2984fe75e066075d2db5e28a8e1678ac4d238e74 100644 --- a/landing/lenses/053610.json +++ b/landing/lenses/053610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053620.json b/landing/lenses/053620.json index 136ed2d0f741bbbb7c2ece433ac61afa9aa793fa..13d0398363b2feec5b02a72971381f8d3257b611 100644 --- a/landing/lenses/053620.json +++ b/landing/lenses/053620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053690.json b/landing/lenses/053690.json index e70f6c3bd0b732be50e94181943ad3be9b3a10e1..01c4621aa1d95e8271f9a1038e2aeb50f2961804 100644 --- a/landing/lenses/053690.json +++ b/landing/lenses/053690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053700.json b/landing/lenses/053700.json index 6390e4c6ed8e753ef549de6b9904e9e13b3e636d..273bfec6b9646e9820a08c3d9fa4080ea178a27f 100644 --- a/landing/lenses/053700.json +++ b/landing/lenses/053700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1601,12 +1601,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:52d30e66dcdd", + "target": "053700", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.827 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/053800.json b/landing/lenses/053800.json index 6789104fd782c8e19f47ee6c44726aa2b09c8bef..bec2ed7629ff0e5f0f041ecdb8031837dca98e70 100644 --- a/landing/lenses/053800.json +++ b/landing/lenses/053800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1299,10 +1299,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1353,7 +1353,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053950.json b/landing/lenses/053950.json index 06ad53bb73184871a77f440acdf786ce8d820cfe..8b4593e0f1a9f98f644fe066004ecf4a7040db04 100644 --- a/landing/lenses/053950.json +++ b/landing/lenses/053950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 8.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053980.json b/landing/lenses/053980.json index 617d1bd379f160e7e0be32a1ef17d5e68de11069..1969f42567269564ba360358418e3f37cdeb41a7 100644 --- a/landing/lenses/053980.json +++ b/landing/lenses/053980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/054040.json b/landing/lenses/054040.json index f8d2bf85013f78d3672113f458bc53ffa9856db8..c90ff50f848b131f68b5d9934b5580d77f58f7c7 100644 --- a/landing/lenses/054040.json +++ b/landing/lenses/054040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f722edf9b468", - "target": "054040", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.521 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/054050.json b/landing/lenses/054050.json index 10adb79fa1ffadd6396b9b4e7faf210912872156..43bdfca2c1cb8310d64d96ee0ae05c379ac61392 100644 --- a/landing/lenses/054050.json +++ b/landing/lenses/054050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054090.json b/landing/lenses/054090.json index 59deb31b184bb4d29ebe48930a380f357be0cb6c..3ad258b49caacbe138b7d21fddd73cf39a6f115b 100644 --- a/landing/lenses/054090.json +++ b/landing/lenses/054090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054180.json b/landing/lenses/054180.json index 3311402616cc9f62a93818e7b45b9b3e2d180cec..a07aa3eedba5f5de26c88ee3d52bf26a59f659c2 100644 --- a/landing/lenses/054180.json +++ b/landing/lenses/054180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1134,8 +1134,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,10 +1159,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054210.json b/landing/lenses/054210.json index 891e522127dcf856ff4771b0ff91103edb980028..1c505c21cee80f04d52a4d1ab0752368555cfdc3 100644 --- a/landing/lenses/054210.json +++ b/landing/lenses/054210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054220.json b/landing/lenses/054220.json index dda3c724fb3c363f5b81ff6d2015537a402a53cd..6de87b872f96b7ef2304ddc11eb4d203bfd4b7dd 100644 --- a/landing/lenses/054220.json +++ b/landing/lenses/054220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -539,18 +539,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 38.71, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 34.65, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,15 +734,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 38.71, + "grade": "dCR-BB+", + "score": 34.65, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 39.51, + "grade": "dCR-BB+", + "score": 35.33, "assumptions": { "scenarioStress": "moderate" } @@ -825,11 +825,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.09%). 최근 주가 하락이 반영된 결과", "D/EBITDA 102.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -846,14 +845,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -973,19 +972,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1006,8 +1005,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1019,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,17 +1051,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1097,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1125,13 +1124,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1140,7 +1139,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1153,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1174,8 +1173,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1203,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054300.json b/landing/lenses/054300.json index 072a52f512258725127104b021f5be161897e8ca..3d65ac1c3eeb6645c349bd33e3e2a78bfdb6ae59 100644 --- a/landing/lenses/054300.json +++ b/landing/lenses/054300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2020", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -927,7 +927,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.46%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,10 +1120,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1231,8 +1231,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054340.json b/landing/lenses/054340.json index b0a42772b8077c5d294b8c0f96f762c29cf7da32..14748502df2726935ee8f35ed82ee780a4cd6369 100644 --- a/landing/lenses/054340.json +++ b/landing/lenses/054340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -612,6 +612,316 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "054340", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BB", + "summary": "dCR 위험점수 45.64, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 3.65, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 0.73, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 27.86, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 4.18, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 90.0, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 9.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 57.91, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 8.69, + "sourceRef": "axes.유동성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/054340/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 보통 수준이다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/054340/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/054340/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/054340/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/054340/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 52.64, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/054340/axes/자본구조", + "status": "derived", + "detail": "위험점수 3.65, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/054340/axes/유동성", + "status": "derived", + "detail": "위험점수 57.91, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/054340/axes/현금흐름", + "status": "derived", + "detail": "위험점수 27.86, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/054340/axes/사업안정성", + "status": "derived", + "detail": "위험점수 39.87, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/054340/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 90.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BB", + "score": 45.64, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BB", + "score": 45.86, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "재무신뢰성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.재무신뢰성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 85.0, + "grade": "C", + "pdEstimate": 40.0 + }, + { + "period": "2025", + "score": 59.7, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2024", + "score": 37.46, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2023", + "score": 70.67, + "grade": "CCC", + "pdEstimate": 15.0 + }, + { + "period": "2022", + "score": 66.79, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2021", + "score": 67.78, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2020", + "score": 41.12, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2019", + "score": 54.31, + "grade": "B+", + "pdEstimate": 4.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 1.5, + "notchAdjustment": { + "totalNotch": 1, + "reasons": [ + "CAPEX집약 OCF양수 (투자 사이클)" + ] + }, + "divergenceExplanation": [ + "재무신뢰성 축이 90점으로 등급 하방 압력", + "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -622,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -734,6 +1044,156 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "054340", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": null, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 61.3, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.149, + "direction": "neutral", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.655, + "direction": "negative", + "sourceRef": "expectation.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.149 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": null, + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -744,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -765,8 +1225,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,10 +1250,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -808,10 +1268,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -822,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -830,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -846,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -862,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1043,7 +1503,8 @@ } }, "statusCounts": { - "partial": 2, + "partial": 3, + "usable": 1, "blocked": 1 }, "gaps": [ @@ -1055,9 +1516,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.position", @@ -1116,9 +1579,18 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict", + "engine": "quant" }, { "id": "macro.company.sectorKey", @@ -1178,7 +1650,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/054410.json b/landing/lenses/054410.json index 377e026408ecf21b827aa6904f2640aca4e2a3ab..fc1ad9033594de5ac5058a6505a4403ece20cfa4 100644 --- a/landing/lenses/054410.json +++ b/landing/lenses/054410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1220,8 +1220,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054450.json b/landing/lenses/054450.json index 5134f559159a01a09bda108a05c61a674daf9310..26d34593590aab2c489ae3be11a539c9e55cdb34 100644 --- a/landing/lenses/054450.json +++ b/landing/lenses/054450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 11.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 11.13%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054540.json b/landing/lenses/054540.json index 4a4daca81e5abc3aebc6796519ac782f85e0237d..3d3e56e17bd92308f54254cea96da0a3a13a27bb 100644 --- a/landing/lenses/054540.json +++ b/landing/lenses/054540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054620.json b/landing/lenses/054620.json index 9a40516e43de92cc112fad729e65e226f17d2b9c..ade43b4dc3f21845192e2d5f6472f01546c10c53 100644 --- a/landing/lenses/054620.json +++ b/landing/lenses/054620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -703,14 +703,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -830,10 +830,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -876,7 +876,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -896,8 +896,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -918,8 +918,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -954,7 +954,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1031,8 +1031,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1052,7 +1052,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1060,7 +1060,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054630.json b/landing/lenses/054630.json index 8ebbacfaddbaff873a30285d2b9bb99dad0d06a9..75ded3edc7df136579f8deb49297eb75bf9e3f9d 100644 --- a/landing/lenses/054630.json +++ b/landing/lenses/054630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -538,13 +538,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -644,7 +644,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -663,7 +663,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-12-29", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-12-29", "period": "2025", "status": "derived", @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1166,8 +1166,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,10 +1191,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1209,10 +1209,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054670.json b/landing/lenses/054670.json index 4b7bfbc6f69f5a39ed8d6169ac3a7d52b5c8f62b..95e193a89adf2cba2a5c18005652f56a8fcb56cb 100644 --- a/landing/lenses/054670.json +++ b/landing/lenses/054670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,7 +925,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1228,8 +1228,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054780.json b/landing/lenses/054780.json index 2c5a1c1ed2bb2ad39b9a0aad73203b571b8a1d53..762796cb454221d9138add0a45bb9d318fbb4ebb 100644 --- a/landing/lenses/054780.json +++ b/landing/lenses/054780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,10 +1018,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1129,8 +1129,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054800.json b/landing/lenses/054800.json index 0fe9e859cc89a474b346cf1824bf09219f9a8c04..b4e8ea3e25b2e8d0dc6b0b5001364a49e4cf2fb7 100644 --- a/landing/lenses/054800.json +++ b/landing/lenses/054800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,10 +1296,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1350,7 +1350,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054920.json b/landing/lenses/054920.json index dff31fefd0a90928a484ecca99883a5310593114..61a2008bda37d3054c1e438293922b4439c42783 100644 --- a/landing/lenses/054920.json +++ b/landing/lenses/054920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054930.json b/landing/lenses/054930.json index df0784ab247983cba9522ae7601d7a283dff2c5d..0a4665b58450891f1ddb360cfb0470fb023d01dc 100644 --- a/landing/lenses/054930.json +++ b/landing/lenses/054930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1213,8 +1213,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054940.json b/landing/lenses/054940.json index 77a4debca891e0e201688b3fdc153a8c219013c8..dd0173596378715b8aa746b3bd92458f54d17baa 100644 --- a/landing/lenses/054940.json +++ b/landing/lenses/054940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054950.json b/landing/lenses/054950.json index 49737607b47e4e37e6af850209fe59fe84fb9643..fb83e5ad96ec6fd9b73f0e84e965aa19ad692fa6 100644 --- a/landing/lenses/054950.json +++ b/landing/lenses/054950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/055490.json b/landing/lenses/055490.json index c3327bb05d70230f4c345b56be2e07ca9ea84f84..a262b059a20af842ebbae6c85c73864dbf030bff 100644 --- a/landing/lenses/055490.json +++ b/landing/lenses/055490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,10 +1129,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1244,8 +1244,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/055550.json b/landing/lenses/055550.json index 01f2d8302c388a96c104def57ab02dc8460c4af3..68e22eb49e1d6dc70d6d0b22c8b19de3c2aeb140 100644 --- a/landing/lenses/055550.json +++ b/landing/lenses/055550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -872,8 +872,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056080.json b/landing/lenses/056080.json index 15e66c48b2a0a5327107bfde8d73b7d62cceca71..9d656b580fd60f159f7c99c570c8f17be8272eff 100644 --- a/landing/lenses/056080.json +++ b/landing/lenses/056080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -847,7 +847,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -989,19 +989,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1097,7 +1097,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1131,13 +1131,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1180,8 +1180,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056090.json b/landing/lenses/056090.json index 0fb7be4924a8f0895fd2129b5aee8aeeb64cd486..47bc1718aafcae6d24be6dbb5347c442e2f5172e 100644 --- a/landing/lenses/056090.json +++ b/landing/lenses/056090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-09", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-09", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-09", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056190.json b/landing/lenses/056190.json index a91b27b5e487eec09af31d24def2a59d8324a032..d0c8b9e9cf2171b1e8c22462e78067eecaa618c8 100644 --- a/landing/lenses/056190.json +++ b/landing/lenses/056190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056360.json b/landing/lenses/056360.json index db14929cfa6d9d1fe663ede76f99cc60c4d401e8..569f9375289993eec7436d21bcc33f5da9a7e91c 100644 --- a/landing/lenses/056360.json +++ b/landing/lenses/056360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 33.81, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 31.56, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 33.81, + "grade": "dCR-BBB-", + "score": 31.56, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 34.22, + "grade": "dCR-BBB-", + "score": 31.97, "assumptions": { "scenarioStress": "moderate" } @@ -907,11 +907,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.18%). 최근 주가 하락이 반영된 결과", "D/EBITDA 39.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1088,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056700.json b/landing/lenses/056700.json index e1471710a36c0a344fed073387a07687ccd0dda8..931a81de70280c77becddc6879774027d2752680 100644 --- a/landing/lenses/056700.json +++ b/landing/lenses/056700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:77212e17a6a0", + "target": "056700", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.315 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/056730.json b/landing/lenses/056730.json index fd60ed6ab9233061a4e375112504c5417841fc67..fcc1407716d46df7d25f131a8d2260d60f049cc6 100644 --- a/landing/lenses/056730.json +++ b/landing/lenses/056730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,10 +1113,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1224,8 +1224,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057030.json b/landing/lenses/057030.json index de39efbcd6b96759c29e8f809bdb52db25bb46ca..c9c4224e51f64eb8e77ec5f82b408fd9c633ebeb 100644 --- a/landing/lenses/057030.json +++ b/landing/lenses/057030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057050.json b/landing/lenses/057050.json index 1ac0504ec395a55bab271d6c76e74c17eb01980e..e82c6e441127d967097605219b2d812775890d0e 100644 --- a/landing/lenses/057050.json +++ b/landing/lenses/057050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-25", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-25", "period": "2025", "status": "derived", @@ -1145,7 +1145,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-25", "period": "2025", "status": "observed", @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057540.json b/landing/lenses/057540.json index c2768095361f9f037528c0ed920e8200a9157b8d..04a528735d9df01b8895c36a22b9d143e7f413c0 100644 --- a/landing/lenses/057540.json +++ b/landing/lenses/057540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057680.json b/landing/lenses/057680.json index a5f22bc4bfd838595b3f06e9b4a53deaced4c69e..a32bed81fc27ed73f76dc780356e6a84057e9233 100644 --- a/landing/lenses/057680.json +++ b/landing/lenses/057680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -612,6 +612,313 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "057680", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BB+", + "summary": "dCR 위험점수 32.39, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 0.41, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.06, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 56.5, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 8.47, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 45.0, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 4.5, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/057680/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/057680/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 IT (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/057680/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 매우 충분하다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/057680/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/057680/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 30.27, 가중치 30%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/057680/axes/자본구조", + "status": "derived", + "detail": "위험점수 0.41, 가중치 15%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/057680/axes/유동성", + "status": "derived", + "detail": "위험점수 3.48, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/057680/axes/현금흐름", + "status": "derived", + "detail": "위험점수 56.50, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/057680/axes/사업안정성", + "status": "derived", + "detail": "위험점수 45.00, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/057680/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BB+", + "score": 32.39, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BB+", + "score": 33.09, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 10.54, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2025", + "score": 27.85, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2024", + "score": 43.41, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2023", + "score": 47.93, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2022", + "score": 33.1, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2021", + "score": 30.64, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2020", + "score": 16.17, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2019", + "score": 30.69, + "grade": "BBB-", + "pdEstimate": 0.4 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.75, + "notchAdjustment": null, + "divergenceExplanation": [ + "현금흐름 축이 56점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.91%). 최근 주가 하락이 반영된 결과", + "D/EBITDA 20.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", + "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -622,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -739,6 +1046,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "057680", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.423, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.42, + "direction": "negative", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.5, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.423 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -749,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -770,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -791,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -799,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -894,7 +1381,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -905,9 +1392,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -952,9 +1441,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -971,8 +1462,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/057880.json b/landing/lenses/057880.json index 0b2b006e60bc8803daeebdc8f5e56a7ac1bda9b5..880c75c9790615b43fa4e23466300db294e9fac0 100644 --- a/landing/lenses/057880.json +++ b/landing/lenses/057880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -162,7 +162,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -217,7 +217,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -272,7 +272,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -547,14 +547,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-21", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -708,7 +708,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -728,7 +728,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-21", "period": "2024", "status": "derived", @@ -749,7 +749,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-21", "period": "2024", "status": "observed", @@ -839,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -860,8 +860,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -885,10 +885,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -903,10 +903,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -917,7 +917,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -925,7 +925,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -941,7 +941,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -957,7 +957,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058110.json b/landing/lenses/058110.json index f27c9f4f4191937606ee19ca12ae7eeff9d41a3f..f3c875d0f82708c6a3682ba0adf20a79fa250568 100644 --- a/landing/lenses/058110.json +++ b/landing/lenses/058110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058400.json b/landing/lenses/058400.json index 50e4670f5499b9e2c977f1c07ff82c628ffcecd7..72337dc23e7df51077d5daf8986cf9c12288acac 100644 --- a/landing/lenses/058400.json +++ b/landing/lenses/058400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:602f85cb75d6", - "target": "058400", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.751 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/058430.json b/landing/lenses/058430.json index f40c36f507a1e1a8ef960cb9601d1e120c869a42..23913b46c27aa4454b8e2cc4d908253607e27d6b 100644 --- a/landing/lenses/058430.json +++ b/landing/lenses/058430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/058450.json b/landing/lenses/058450.json index 53622db35fbfc2467a7d4fac454694f15916d8cc..41847349fe8b3324adc9a1833bc97390abf90ec8 100644 --- a/landing/lenses/058450.json +++ b/landing/lenses/058450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058470.json b/landing/lenses/058470.json index 74ddb335730dfb0ba42aa85ce36e27518dfbfdb0..fa05253ed84f24c1be3dc8cd02e7af3e866648e2 100644 --- a/landing/lenses/058470.json +++ b/landing/lenses/058470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1222,8 +1222,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,10 +1247,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058530.json b/landing/lenses/058530.json index 35db81c4d64f42e02bab69891b7a0d3b399d2b96..0962209b53d939297a4048bf52ea4d6ba3628a2e 100644 --- a/landing/lenses/058530.json +++ b/landing/lenses/058530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058610.json b/landing/lenses/058610.json index 1c83d6ad590bdae995fceb8cc418891ad153f3e8..3b627cb81af20ae0bc022f1ab7f5726fc8cba184 100644 --- a/landing/lenses/058610.json +++ b/landing/lenses/058610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058630.json b/landing/lenses/058630.json index 22357cb66eb00e9dc86bf2f3c780950713a117d8..5d74cdae440ec34926155f0163d7ed4ad616349a 100644 --- a/landing/lenses/058630.json +++ b/landing/lenses/058630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058650.json b/landing/lenses/058650.json index e2873a4e300e819c80751e8520116360f48f7e0d..1da1015c885f11d4902b0f10ef308269d89a6018 100644 --- a/landing/lenses/058650.json +++ b/landing/lenses/058650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1262,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058730.json b/landing/lenses/058730.json index 82866749423dc983e1f7b3b1450a1103e6e3a28f..1e616180bcd815cb9c648740fc33943bcc170efd 100644 --- a/landing/lenses/058730.json +++ b/landing/lenses/058730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058820.json b/landing/lenses/058820.json index 8140de4b61107927fc0900d5177a6942ffc9412d..3c5dab895d23d548574a8c941ebeb4ec66d67d76 100644 --- a/landing/lenses/058820.json +++ b/landing/lenses/058820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 15.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 16.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058850.json b/landing/lenses/058850.json index e34711f78fcc4dd335fb9bd92b186f936779e9ee..6eec31049dd945e1ffb24b4bc88de27ffebbf5b0 100644 --- a/landing/lenses/058850.json +++ b/landing/lenses/058850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/058860.json b/landing/lenses/058860.json index 0a1d5214ab45c8aae8cf1a3f958694fcd0451942..1d967891c13303c4b2beb9027ca4b1a9e1fa6e78 100644 --- a/landing/lenses/058860.json +++ b/landing/lenses/058860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,10 +1116,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1227,8 +1227,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058970.json b/landing/lenses/058970.json index eae30698a21753315def3e9ad941697f2051ed40..08951993da46854d287f10ed64ce8eb1e4d75e34 100644 --- a/landing/lenses/058970.json +++ b/landing/lenses/058970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1000,19 +1000,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,17 +1079,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1158,7 +1158,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1167,7 +1167,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1201,8 +1201,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1402,12 +1402,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d21c7d861692", + "target": "058970", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/059090.json b/landing/lenses/059090.json index db9506ec557cf66ea444df3e8e7a120551fbfd5a..fb9ea431efb5d0465545ae90584f07b2cc01989d 100644 --- a/landing/lenses/059090.json +++ b/landing/lenses/059090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059100.json b/landing/lenses/059100.json index e7a374294d1c8ee4019d1044ff9ee32cf729aac2..2334556a6db4335f4fb483f0b4a3bbcc7da0d48e 100644 --- a/landing/lenses/059100.json +++ b/landing/lenses/059100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,10 +1120,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1231,8 +1231,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059120.json b/landing/lenses/059120.json index d0c280c3f710ea17f78d18b5e0209015ff5814f4..0597d77d85db0df729da16c9e2e61761c7224ec8 100644 --- a/landing/lenses/059120.json +++ b/landing/lenses/059120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1225,8 +1225,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059180.json b/landing/lenses/059180.json index c13cffe963f5916aeca101271358548fe10cadf8..878637363a777a03a6dc84a350a8ad65d5871853 100644 --- a/landing/lenses/059180.json +++ b/landing/lenses/059180.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -480,8 +480,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/059210.json b/landing/lenses/059210.json index 0781b7187075e8d0054ce700e2ea7eaa6b7949ac..0a14116014cfb1f3d48b719f1bfd97d8875b414d 100644 --- a/landing/lenses/059210.json +++ b/landing/lenses/059210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1263,8 +1263,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059270.json b/landing/lenses/059270.json index 9d07db59838155e0507e8b847d83ea9d9eded8ef..b4a1df6e9fee1ed79e199280022a7cdc541ddc74 100644 --- a/landing/lenses/059270.json +++ b/landing/lenses/059270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -792,14 +792,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -919,10 +919,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -951,8 +951,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1080,8 +1080,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060000.json b/landing/lenses/060000.json index 50610295c21080dff300f952d44fadaa115118ff..70c9c510877e180c0ca73061425d414c53757d73 100644 --- a/landing/lenses/060000.json +++ b/landing/lenses/060000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060150.json b/landing/lenses/060150.json index 3c3c8c1f5c23957dcb8618191645539be8e8db82..885977cf651912a485ee3e67c4d56a325a13ee53 100644 --- a/landing/lenses/060150.json +++ b/landing/lenses/060150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060230.json b/landing/lenses/060230.json index c759f11066f074f0f141d1007c9fc947b8b35e66..4c04069c2e1f263655bc8a702cc803ba51e000e3 100644 --- a/landing/lenses/060230.json +++ b/landing/lenses/060230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,6 +620,312 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "060230", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-B+", + "summary": "dCR 위험점수 50.55, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 17.58, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 2.64, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 47.95, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 7.19, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 47.51, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 7.13, + "sourceRef": "axes.유동성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 양호하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/060230/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/060230/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 소재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/060230/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/060230/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/060230/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 44.76, 가중치 30%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/060230/axes/자본구조", + "status": "derived", + "detail": "위험점수 17.58, 가중치 15%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/060230/axes/유동성", + "status": "derived", + "detail": "위험점수 47.51, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/060230/axes/현금흐름", + "status": "derived", + "detail": "위험점수 47.95, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/060230/axes/사업안정성", + "status": "derived", + "detail": "위험점수 39.40, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/060230/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-B+", + "score": 50.55, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-B+", + "score": 51.07, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 52.66, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2025", + "score": 59.93, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2024", + "score": 59.27, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2023", + "score": 44.17, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2022", + "score": 47.64, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2021", + "score": 57.32, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2020", + "score": 27.18, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2019", + "score": 24.33, + "grade": "BBB", + "pdEstimate": 0.25 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-5", + "pdEstimate": 4.0, + "notchAdjustment": null, + "divergenceExplanation": [ + "현금흐름 축이 48점으로 등급 하방 압력", + "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.84%). 최근 주가 하락이 반영된 결과", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -630,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -747,6 +1053,176 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "060230", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "partial", + "conclusion": { + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + }, + "confidence": { + "level": "medium", + "score": 73.3, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.263, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.5, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.263 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "deteriorationPriced" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "deteriorationPriced" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -757,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -778,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -794,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -812,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -826,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -834,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -842,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -858,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1021,7 +1497,8 @@ } }, "statusCounts": { - "partial": 3 + "partial": 4, + "usable": 1 }, "gaps": [ { @@ -1032,9 +1509,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -1079,9 +1558,18 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.fx-export-revenue.companyEvidence", @@ -1120,7 +1608,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/060240.json b/landing/lenses/060240.json index 7bf8f5e5104753296fca5323c93a0de71b3a87cd..6c707655de3160268fc1fd352f0b176b7061a3fc 100644 --- a/landing/lenses/060240.json +++ b/landing/lenses/060240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-23", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-23", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-23", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060250.json b/landing/lenses/060250.json index 3f5d65a4d9c617f48dabfc812afc3bb9cfd8a455..105940545320b22ec737ec55a13e92d6ea97fd9a 100644 --- a/landing/lenses/060250.json +++ b/landing/lenses/060250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -902,19 +902,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,17 +981,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1060,7 +1060,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1103,8 +1103,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1370,12 +1370,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:468afdcfa0e5", + "target": "060250", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/060260.json b/landing/lenses/060260.json index f2a0924567226aed99f0cf0fb9011442411ff1f1..02fc04918684604d83efd7d4d2e25767e8330cfb 100644 --- a/landing/lenses/060260.json +++ b/landing/lenses/060260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.30%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1249,8 +1249,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060280.json b/landing/lenses/060280.json index 0ccba7de506aeac921d8761bd1a907cf4233a930..ffb9c9752f077bf8b027e2ebd19e021fad862104 100644 --- a/landing/lenses/060280.json +++ b/landing/lenses/060280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1220,8 +1220,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060300.json b/landing/lenses/060300.json index fd3b63e1fe597adb75c219d1fe383235f9615330..dc4df1075bbd2107ed940c34129e011b2cf54481 100644 --- a/landing/lenses/060300.json +++ b/landing/lenses/060300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -50,10 +50,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -163,7 +163,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2021", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -214,7 +214,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -265,7 +265,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2021", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -316,7 +316,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2021", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2021", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -898,14 +898,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1020,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1129,8 +1129,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1154,10 +1154,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1172,10 +1172,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060310.json b/landing/lenses/060310.json index 058cd7ae8d82f8351f4cd39c3d0b876bd28a4605..9b9b5f2d05617b26113a05dd24c884fc6660be7b 100644 --- a/landing/lenses/060310.json +++ b/landing/lenses/060310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1244,8 +1244,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1449,8 +1449,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/060370.json b/landing/lenses/060370.json index 1bb6a371e1f6d858ecf7ee6b31ecb49fe2bde76d..154e2c12ed3ad41a8743346deb6d7cbf7b7ea140 100644 --- a/landing/lenses/060370.json +++ b/landing/lenses/060370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1005,8 +1005,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1134,8 +1134,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,10 +1159,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1177,10 +1177,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060380.json b/landing/lenses/060380.json index e5bd4a205c5e63d87a767fd245f9ebd569448b0f..cc88e4264c38a8100f9276c3f4f2ea90cfd8ef30 100644 --- a/landing/lenses/060380.json +++ b/landing/lenses/060380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 36.95, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 34.70, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 36.95, + "score": 34.7, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 37.5, + "grade": "dCR-BB+", + "score": 35.25, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -932,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060480.json b/landing/lenses/060480.json index 531626aa69ceb5ab5310f32d4e8a7b117c3cabb9..bf04186951132c7c17bb144eafcccc8d5f14648a 100644 --- a/landing/lenses/060480.json +++ b/landing/lenses/060480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1129,8 +1129,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060540.json b/landing/lenses/060540.json index b09f56c64d3c44aef57088f649374911b346bdf6..b7cce0af3a99374d96a1ca484e59aa95559a358b 100644 --- a/landing/lenses/060540.json +++ b/landing/lenses/060540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060560.json b/landing/lenses/060560.json index d38625b7998e649c20ce519649d8eb97553fd3a6..901100d39ebf08f123cbcdb70b2e53c567060b8f 100644 --- a/landing/lenses/060560.json +++ b/landing/lenses/060560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 15.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 15.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,12 +1460,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0872bef7f194", + "target": "060560", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/060570.json b/landing/lenses/060570.json index f22e1f69cc3eeaf9b3bd3c612ee5afa1cefc8d5e..6ea1560165ca88be1848696fdafdabb63fa4f93d 100644 --- a/landing/lenses/060570.json +++ b/landing/lenses/060570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060590.json b/landing/lenses/060590.json index 05d0e405b5c12538ea13ec042d6f7611f1efe958..9c06dcd2a1b1f4adc8756d72712f7ddf97e02ccf 100644 --- a/landing/lenses/060590.json +++ b/landing/lenses/060590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060720.json b/landing/lenses/060720.json index a84cdf8c7c5d609b7d4e1937904066f509674d50..2fa3c96624680cb5cad8109379f40cbc9ae67a05 100644 --- a/landing/lenses/060720.json +++ b/landing/lenses/060720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060850.json b/landing/lenses/060850.json index 96a837c4746eb1a34a2860cdc1f11899f5fbf156..cebb2d02c8900ae9195243a29ecb074f1f8b5adc 100644 --- a/landing/lenses/060850.json +++ b/landing/lenses/060850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "현금흐름 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1207,8 +1207,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060900.json b/landing/lenses/060900.json index 3165a5558db1963fd4da7b53d6ac265b75e04d4e..23dee7460de994c0229496f532af0967460356b7 100644 --- a/landing/lenses/060900.json +++ b/landing/lenses/060900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -555,18 +555,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 36.25, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 40.47, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,15 +750,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 36.25, + "grade": "dCR-BB", + "score": 40.47, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 36.59, + "grade": "dCR-BB", + "score": 40.79, "assumptions": { "scenarioStress": "moderate" } @@ -841,10 +841,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 10.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -859,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -986,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1032,7 +1033,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1052,8 +1053,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1074,8 +1075,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1111,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1166,10 +1167,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1187,8 +1188,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,10 +1204,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1217,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060910.json b/landing/lenses/060910.json index caf2c8a994f608c3afe19d8d036d2690b0738b94..24026eea468341d479e19bace74ea54ef5c8165a 100644 --- a/landing/lenses/060910.json +++ b/landing/lenses/060910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,14 +812,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -934,10 +934,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1022,10 +1022,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1043,8 +1043,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1068,10 +1068,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1086,10 +1086,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060980.json b/landing/lenses/060980.json index 9936323e2d2f695f2415a8c39d20ee832c728895..a5a0582fedb5988a68fef81c54162ca5eaf8cb2a 100644 --- a/landing/lenses/060980.json +++ b/landing/lenses/060980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -899,19 +899,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -932,8 +932,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,17 +978,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1023,7 +1023,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1057,7 +1057,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1066,7 +1066,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1079,10 +1079,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,8 +1100,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1337,12 +1337,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f51c05bff28b", + "target": "060980", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.482 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/061040.json b/landing/lenses/061040.json index 57b6204a449e29c63aab9d16b8d91f04439b919e..1d25a00b365f880bc0a6d6b1b39536c3afff1094 100644 --- a/landing/lenses/061040.json +++ b/landing/lenses/061040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 44.45, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 42.24, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 44.45, + "score": 42.24, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 45.27, + "score": 43.2, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/061090.json b/landing/lenses/061090.json index cf9a5a680b80f184937ad1f0301e2dffa2349710..62583fcfc2bea438af77d2a16ac413dc77b28314 100644 --- a/landing/lenses/061090.json +++ b/landing/lenses/061090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -701,7 +701,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061250.json b/landing/lenses/061250.json index 6dc9ded5c9b384577fa62d78b47df791d220ee03..b665f175aadbcb20e250485f15f976d27e673752 100644 --- a/landing/lenses/061250.json +++ b/landing/lenses/061250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1214,8 +1214,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061970.json b/landing/lenses/061970.json index 726a722d11351f5d27de35d8a66b3263a6fc69e3..77e4b82fab4eba4240d8fee39865adb72e36fce8 100644 --- a/landing/lenses/061970.json +++ b/landing/lenses/061970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/062040.json b/landing/lenses/062040.json index a04d4c74838e73c94b1d2d11c7f51b7809400ac4..eb0b840a4b5d28a46946ea82b6cc88673435a186 100644 --- a/landing/lenses/062040.json +++ b/landing/lenses/062040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -565,14 +565,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -692,10 +692,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -711,7 +711,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -724,8 +724,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -744,8 +744,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -755,7 +755,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -764,7 +764,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -832,10 +832,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -853,8 +853,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -874,7 +874,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/062860.json b/landing/lenses/062860.json index 3732dff6e8e9b8f946c009e55d4f85886a8a3f5b..65177fed1763bdc33c90bf741c6bf3a7946add09 100644 --- a/landing/lenses/062860.json +++ b/landing/lenses/062860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -537,6 +537,310 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "062860", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-B+", + "summary": "dCR 위험점수 48.78, 전망 부정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 44.05, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 8.81, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 70.0, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 10.5, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 65.07, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 16.27, + "sourceRef": "axes.채무상환능력" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 레버리지 부담이 있다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/062860/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/062860/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/062860/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/062860/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/062860/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 65.07, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/062860/axes/자본구조", + "status": "derived", + "detail": "위험점수 44.05, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/062860/axes/유동성", + "status": "derived", + "detail": "위험점수 51.47, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/062860/axes/현금흐름", + "status": "derived", + "detail": "위험점수 70.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/062860/axes/사업안정성", + "status": "derived", + "detail": "위험점수 45.00, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/062860/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-B+", + "score": 48.78, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-B+", + "score": 49.68, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 52.95, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2025", + "score": 52.72, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2024", + "score": 36.12, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2023", + "score": 31.76, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2022", + "score": 31.88, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2021", + "score": 36.29, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2020", + "score": 31.89, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2019", + "score": 12.41, + "grade": "A+", + "pdEstimate": 0.04 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-6", + "pdEstimate": 4.0, + "notchAdjustment": null, + "divergenceExplanation": [ + "현금흐름 축이 70점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -547,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -659,6 +963,156 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "062860", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": null, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 61.3, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.85, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.215, + "direction": "negative", + "sourceRef": "expectation.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.85 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": null, + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -669,10 +1123,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -690,8 +1144,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -715,10 +1169,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -733,10 +1187,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -747,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -771,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -787,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -968,7 +1422,8 @@ } }, "statusCounts": { - "partial": 2, + "partial": 3, + "usable": 1, "blocked": 1 }, "gaps": [ @@ -980,9 +1435,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.position", @@ -1041,9 +1498,18 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict", + "engine": "quant" }, { "id": "macro.company.sectorKey", @@ -1103,7 +1569,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/062970.json b/landing/lenses/062970.json index 9319e6f85a972d9863e37808d1a35cbde8c70500..fba37f02d4cb54263d9c87f6ef0e0e4901f3d8ab 100644 --- a/landing/lenses/062970.json +++ b/landing/lenses/062970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 13.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 12.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -969,8 +969,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1000,10 +1000,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1111,8 +1111,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063080.json b/landing/lenses/063080.json index d0647a40cb5a9796ef95d4a61044be7c88b5d24a..1fdec6eb5fcc248de4496532369e477f161e7d8c 100644 --- a/landing/lenses/063080.json +++ b/landing/lenses/063080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -999,8 +999,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1167,8 +1167,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063160.json b/landing/lenses/063160.json index 0505f961a4fe21638acb4d0074432ae98f1f7e51..bfb401a9818b7be05040f928c08bdb32b0349779 100644 --- a/landing/lenses/063160.json +++ b/landing/lenses/063160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 22.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 23.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063170.json b/landing/lenses/063170.json index e614bb2584f6dd63e1929155f34e1da02d8ee186..ced567024171f2c18a1e45e07cdbbe64f5c9fe48 100644 --- a/landing/lenses/063170.json +++ b/landing/lenses/063170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -960,19 +960,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -993,8 +993,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,17 +1039,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1118,7 +1118,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1127,7 +1127,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1161,8 +1161,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1186,10 +1186,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1204,10 +1204,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1588,88 +1588,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ff7427c7ad44", - "target": "063170", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.555 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/063440.json b/landing/lenses/063440.json index 418079e365f3f7ea7ded3db3190820300c876fc1..e4490934fbdbf5f1205d6655ed478fd8c2669844 100644 --- a/landing/lenses/063440.json +++ b/landing/lenses/063440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:274a5229d70a", - "target": "063440", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/063570.json b/landing/lenses/063570.json index 8988520b01cbb74c6a3c622bbb352da72eef01cf..6269517bb48d664974629cafb2d3a526886b519f 100644 --- a/landing/lenses/063570.json +++ b/landing/lenses/063570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -537,13 +537,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -756,14 +756,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -883,19 +883,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -916,8 +916,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -929,7 +929,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -949,8 +949,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -962,17 +962,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -982,7 +982,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1035,13 +1035,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1050,7 +1050,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063760.json b/landing/lenses/063760.json index 6fd7970d6ff35b994bdf4ab175b753a1ca07d9fd..2ac2e1a7b569bdfb5841fe1a17cd2c72ea141347 100644 --- a/landing/lenses/063760.json +++ b/landing/lenses/063760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/064090.json b/landing/lenses/064090.json index f1f485d0fac34ca25a8a3d5463a7a95eea0198d0..7ad8424dff6dbc95c735e9bf1dd500b592c209f6 100644 --- a/landing/lenses/064090.json +++ b/landing/lenses/064090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-02-06", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-02-06", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-02-06", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064240.json b/landing/lenses/064240.json index 8baba17c5e1e54264e8a72c3bc5cb533336ab4d0..55425a8d40d2522a8a4a463f556f6717a978c132 100644 --- a/landing/lenses/064240.json +++ b/landing/lenses/064240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1181,8 +1181,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064260.json b/landing/lenses/064260.json index a435d6497f21b0d5d29f000d29164109ff3e1c25..79dd82ce303bd8bfdd2a205e877942b2b05ed853 100644 --- a/landing/lenses/064260.json +++ b/landing/lenses/064260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 18.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 25.85%). 최근 주가 하락이 반영된 결과", "D/EBITDA 99.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064290.json b/landing/lenses/064290.json index c2adbb6e1071699ce1eb17a8d4cd4db0baa62784..7a2afdef276bf4ba22adb52a314b620251a46a10 100644 --- a/landing/lenses/064290.json +++ b/landing/lenses/064290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064350.json b/landing/lenses/064350.json index 1f0926b1f8e7f46b097850e54381e91aa5c22cb0..e27a01440c33741e49cd6a35e7120b82716e14f2 100644 --- a/landing/lenses/064350.json +++ b/landing/lenses/064350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1223,8 +1223,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064400.json b/landing/lenses/064400.json index 250222f194a1482f14ffa1f35aad86039fbe4afa..b4bb1e1bb56a1201ac359c81d5939f3ae7a45823 100644 --- a/landing/lenses/064400.json +++ b/landing/lenses/064400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1149,8 +1149,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1365,7 +1365,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1387,7 +1387,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1405,8 +1405,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/064480.json b/landing/lenses/064480.json index 466d2ed9d2bec7d9c94d800968fb2a811f1539bc..00c7420838d417fc80880876eca09215ab8843e4 100644 --- a/landing/lenses/064480.json +++ b/landing/lenses/064480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1226,8 +1226,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064510.json b/landing/lenses/064510.json index c74296e70c8555833815ff3a56aac7ce09142449..42e6e8b74439dba04249fd582bc2cf49faca0756 100644 --- a/landing/lenses/064510.json +++ b/landing/lenses/064510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064520.json b/landing/lenses/064520.json index 1d0ecf5fd72b87040d7ca2f0eefe0deba95b4128..ede9cf3ce37a52491b654468e48ee5dcb8cf9833 100644 --- a/landing/lenses/064520.json +++ b/landing/lenses/064520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064550.json b/landing/lenses/064550.json index 72359bdfc79f143fa6108dd79a7edf6f4b119dbe..c0748db9c9e881b078de63542f413a38404cd0dc 100644 --- a/landing/lenses/064550.json +++ b/landing/lenses/064550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 6.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 7.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064760.json b/landing/lenses/064760.json index 58ba6e37d19bf26da10797654651d5ff5a77121d..13275a43156a34f7ff99cb40b1bf7596594d2903 100644 --- a/landing/lenses/064760.json +++ b/landing/lenses/064760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,18 +630,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 3.01, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 4.01, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -826,14 +826,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 3.01, + "score": 4.01, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA+", - "score": 3.01, + "score": 4.01, "assumptions": { "scenarioStress": "moderate" } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1221,8 +1221,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064800.json b/landing/lenses/064800.json index c772a3a22341ea7d03b404062240ecf311fa2fa2..408d2c0718a155b193a1869790ed82782a956167 100644 --- a/landing/lenses/064800.json +++ b/landing/lenses/064800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1539.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1584.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064820.json b/landing/lenses/064820.json index eae38a1c2bae58f0fd93bd5a4b92b8a734e036f2..1e3b22788db0aa5f6e198579b815517b062591db 100644 --- a/landing/lenses/064820.json +++ b/landing/lenses/064820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ }, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 26.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 25.44%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1153,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1266,8 +1266,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1300,10 +1300,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064850.json b/landing/lenses/064850.json index f573944dc1dcdd2ac0518f33fe8496fedbc6bb98..8932ca4a49df3051b766727bc964364275403a6b 100644 --- a/landing/lenses/064850.json +++ b/landing/lenses/064850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 9.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA", + "summary": "dCR 위험점수 7.21, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -796,15 +796,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA-", - "score": 9.02, + "grade": "dCR-AA", + "score": 7.21, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 9.68, + "grade": "dCR-AA", + "score": 7.68, "assumptions": { "scenarioStress": "moderate" } @@ -887,7 +887,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.03, + "pdEstimate": 0.02, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1233,8 +1233,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064960.json b/landing/lenses/064960.json index 6744b7c2f7a46de1924f6f610e5b46419d10c760..603e38e247a9ec49f070dd9cfecfd5adfed31078 100644 --- a/landing/lenses/064960.json +++ b/landing/lenses/064960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065060.json b/landing/lenses/065060.json index 08a8de6058a681df032dfedc1993bb50be414e8a..41b108919e87014d3d59d0036558f4f8c22e0844 100644 --- a/landing/lenses/065060.json +++ b/landing/lenses/065060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 47.36, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 50.93, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 47.36, + "grade": "dCR-BB-", + "score": 50.93, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 47.88, + "grade": "dCR-BB-", + "score": 51.42, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -918,6 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 11.18%). 최근 주가 하락이 반영된 결과", "D/EBITDA 60.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1106,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1149,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1261,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065130.json b/landing/lenses/065130.json index 7bb4afb9e65539ae41c8f66e45efce291d968583..edd2fbb6324ae9e1d935ef5174ecbcae7063bd62 100644 --- a/landing/lenses/065130.json +++ b/landing/lenses/065130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -967,6 +967,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "065130", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.65, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -1.0, + "direction": "negative", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.5, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.65 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "deteriorationPriced" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "deteriorationPriced" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -977,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -998,8 +1178,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1019,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1027,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1123,7 +1303,7 @@ "statusCounts": { "partial": 2, "blocked": 1, - "usable": 1 + "usable": 2 }, "gaps": [ { @@ -1197,9 +1377,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1216,8 +1398,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065150.json b/landing/lenses/065150.json index ee5255f6fe02e9221487b0b01df6de76302f4bb4..5a518a272cdeb64eedfd64ca6675205a9030bf30 100644 --- a/landing/lenses/065150.json +++ b/landing/lenses/065150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1179,8 +1179,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065170.json b/landing/lenses/065170.json index 250a2221a6cc9d3d11c4e51497f376d92e75af89..713ef8410c8f540e96dbd98887315f0ccc7d9010 100644 --- a/landing/lenses/065170.json +++ b/landing/lenses/065170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1499,88 +1499,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:12cbd76acba0", - "target": "065170", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.478 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065350.json b/landing/lenses/065350.json index 32a774daeba3ffae64d752805b1d485bce4cae67..96d611ae8dd3dfcb60c87cee47904d6b56d5631b 100644 --- a/landing/lenses/065350.json +++ b/landing/lenses/065350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 76점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 10.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 11.03%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065370.json b/landing/lenses/065370.json index c029fa5e2a2efb3535f54a4b26c8942624b452eb..d779878ca4118eddcc53e21cf2fe2a0ae2e4cc45 100644 --- a/landing/lenses/065370.json +++ b/landing/lenses/065370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,7 +880,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.24%). 최근 주가 하락이 반영된 결과", "D/EBITDA 26.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1024,19 +1024,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1057,8 +1057,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1103,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1176,13 +1176,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1191,7 +1191,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1225,8 +1225,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065420.json b/landing/lenses/065420.json index 5c275ac175de1ee2ab6f3b5456968e2eb2544ee5..8293a0a697b687572bf7bd071fb60e1a63026211 100644 --- a/landing/lenses/065420.json +++ b/landing/lenses/065420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-31", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-31", "period": null, "status": "derived", @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-31", "period": null, "status": "observed", @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1129,8 +1129,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,10 +1145,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1163,10 +1163,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065440.json b/landing/lenses/065440.json index 826b07fb6cca056d4ab8347bc6d8a164aafbd70e..91cf64667823ccbe76d7077be68a33f876ceb841 100644 --- a/landing/lenses/065440.json +++ b/landing/lenses/065440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 8.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 6.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4e1488d46b25", + "target": "065440", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.735 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065450.json b/landing/lenses/065450.json index d7a281e43e5153a0d5cf89313e77b163504ee207..f6c0d415b382e7e53001c0eeb3d4a5c1e597c52e 100644 --- a/landing/lenses/065450.json +++ b/landing/lenses/065450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 8.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 8.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065500.json b/landing/lenses/065500.json index 8608a57ce6e369e7f5c37c5f92c2371d428ff007..e8174d014a4ef996a89ab17572130ef9ae5acc0f 100644 --- a/landing/lenses/065500.json +++ b/landing/lenses/065500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 26.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 27.34%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/065510.json b/landing/lenses/065510.json index 7e547346bee9ce63bd9e988f2012072dc086e884..2be2794a8794cf64120f70f1be1214ad33282058 100644 --- a/landing/lenses/065510.json +++ b/landing/lenses/065510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065530.json b/landing/lenses/065530.json index 306ff545470eac0746afc010c89407b82c7726ac..abad41a6cea300a86db7ac859f296ab36678181e 100644 --- a/landing/lenses/065530.json +++ b/landing/lenses/065530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065560.json b/landing/lenses/065560.json index 6c98d7d4c71c32bb94f9ba0865c682c4baeb7301..3c09678861852677f4069ea2cfda5c870d779132 100644 --- a/landing/lenses/065560.json +++ b/landing/lenses/065560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1218,8 +1218,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065570.json b/landing/lenses/065570.json index 4ad4e82fd6b5e07e13fcbb3817cacb2c3847aeba..a9e74c5612f9d49669a7a4aa12e34cd28362cc0a 100644 --- a/landing/lenses/065570.json +++ b/landing/lenses/065570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1175,8 +1175,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065620.json b/landing/lenses/065620.json index 019a89dbbdf8e16275bc01fabc17c4173cf3c56f..01a3e22e21e7238ff2d7da9e77c92fc0d2bb0abc 100644 --- a/landing/lenses/065620.json +++ b/landing/lenses/065620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -46,10 +46,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2021", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -146,7 +146,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2020", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -193,7 +193,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2020", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -240,7 +240,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2021", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2020", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2020", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1031,8 +1031,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1056,10 +1056,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1074,10 +1074,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1088,7 +1088,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065650.json b/landing/lenses/065650.json index 7c1adb2a80681358e2f224c2058b93afab50dcaa..da0bb670d17f7be25bb76ac37030d32fc4f6bae5 100644 --- a/landing/lenses/065650.json +++ b/landing/lenses/065650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 90.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 84.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1508,7 +1508,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1530,7 +1530,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1548,8 +1548,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/065660.json b/landing/lenses/065660.json index 4c1ae9460d4b0a24816b2d3d9caca4a66f40c2d5..ea8dffee2914424f9c357e59de7ec7e2281e4bfe 100644 --- a/landing/lenses/065660.json +++ b/landing/lenses/065660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1138,8 +1138,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065680.json b/landing/lenses/065680.json index 59a5aeb99ce1dfc9425a8c21f16a47968d5a1c24..2d5a719713599ecff542678b416265ee1b1302ce 100644 --- a/landing/lenses/065680.json +++ b/landing/lenses/065680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065690.json b/landing/lenses/065690.json index 8dca5400b6ee3321494f901729358319fe2ae82f..1ceb403b8b4f4d68f7c2657c5912e40d80b62c63 100644 --- a/landing/lenses/065690.json +++ b/landing/lenses/065690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,10 +1150,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1265,8 +1265,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065710.json b/landing/lenses/065710.json index a43643860e3c071695ea6000c924c6384c99efde..62a2f68e6c878054467e41ee15d31c0973a07cc6 100644 --- a/landing/lenses/065710.json +++ b/landing/lenses/065710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065770.json b/landing/lenses/065770.json index a2ea34671a0b02ec6cd8a9afb34b1d7a6b1fff3c..7da70f07524017aad376701879cf065061063b91 100644 --- a/landing/lenses/065770.json +++ b/landing/lenses/065770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1170,8 +1170,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065950.json b/landing/lenses/065950.json index 71e585123f2d219f5285b0d6b3c54e8c325dbe04..058cfba4658c32a10f1a44c12a1e888ea3eb7f9b 100644 --- a/landing/lenses/065950.json +++ b/landing/lenses/065950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 47.97, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 46.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 47.97, + "score": 46.38, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 49.16, + "grade": "dCR-BB-", + "score": 47.78, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -930,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1484,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,15 +1502,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/066110.json b/landing/lenses/066110.json index 4f71e21145112b2a9ba35749de98d9597c8024e1..da3ab32b9e49f7a746dc947166b5f11dcc7f3340 100644 --- a/landing/lenses/066110.json +++ b/landing/lenses/066110.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -423,8 +423,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/066130.json b/landing/lenses/066130.json index e3a38113e5060a2f525f7bfbbe2b15eded645157..63c2935cd04e55e1ada0296df51e9805f31fca13 100644 --- a/landing/lenses/066130.json +++ b/landing/lenses/066130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1223,8 +1223,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066310.json b/landing/lenses/066310.json index 9db804cea8099a499c7c159cc1cfa8ce1360cb3e..dd3b2b4aa40f89ba01e8c0ea4fd28d1fd9ec1558 100644 --- a/landing/lenses/066310.json +++ b/landing/lenses/066310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066360.json b/landing/lenses/066360.json index efe1294f6fb247289686c7b840136aa30512ef80..9580130597fa458dedcaef5c791a504c9c01aa7e 100644 --- a/landing/lenses/066360.json +++ b/landing/lenses/066360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -598,6 +598,315 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "066360", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BBB-", + "summary": "dCR 위험점수 30.59, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 12.5, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 1.88, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 62.04, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 9.31, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 31.49, + "unit": "riskScore", + "direction": "negative", + "weight": 20, + "contribution": 6.3, + "sourceRef": "axes.자본구조" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 레버리지 부담이 있다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/066360/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/066360/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 필수소비재 업종 기준 양호한 수준이다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/066360/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/066360/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/066360/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 22.46, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/066360/axes/자본구조", + "status": "derived", + "detail": "위험점수 31.49, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/066360/axes/유동성", + "status": "derived", + "detail": "위험점수 62.04, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/066360/axes/현금흐름", + "status": "derived", + "detail": "위험점수 12.50, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/066360/axes/사업안정성", + "status": "derived", + "detail": "위험점수 24.01, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/066360/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BBB-", + "score": 30.59, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BB+", + "score": 32.1, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 37.09, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2025", + "score": 29.97, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2024", + "score": 53.24, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2023", + "score": 34.56, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2022", + "score": 48.83, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2021", + "score": 82.03, + "grade": "CC", + "pdEstimate": 25.0 + }, + { + "period": "2020", + "score": 76.44, + "grade": "CCC", + "pdEstimate": 15.0 + }, + { + "period": "2019", + "score": 68.94, + "grade": "B-", + "pdEstimate": 10.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-2", + "pdEstimate": 0.4, + "notchAdjustment": null, + "divergenceExplanation": [ + "유동성 축이 62점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -608,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -725,6 +1034,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "066360", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.716, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 1.0, + "direction": "positive", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.25, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.716 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "confirmation" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.25 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "inconclusive" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "confirmation" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -735,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -756,8 +1245,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -781,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -795,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -803,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -819,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -963,7 +1452,8 @@ } }, "statusCounts": { - "partial": 3 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -974,9 +1464,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -1021,9 +1513,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1054,8 +1548,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/066410.json b/landing/lenses/066410.json index 3ad0ad10a0971dab9dfd76cbb2c530af85a89f5f..d50efb768f4a60875c34c8d8a21be3f00988228c 100644 --- a/landing/lenses/066410.json +++ b/landing/lenses/066410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,7 +1117,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1229,8 +1229,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066430.json b/landing/lenses/066430.json index 2ef19ed67fe868774f6e1c542ae295d1f2ce65f2..a7e2a1ee6d7af733faf22a5857fd77f63df08bc3 100644 --- a/landing/lenses/066430.json +++ b/landing/lenses/066430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1221,8 +1221,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066570.json b/landing/lenses/066570.json index b411e7497c24110487daca67b0e45ac8b5173335..3c769daef8b7459d8c15358d920736e8d35316e5 100644 --- a/landing/lenses/066570.json +++ b/landing/lenses/066570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 12.62, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 15.39, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 12.62, + "score": 15.39, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 13.21, + "score": 16.07, "assumptions": { "scenarioStress": "moderate" } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066590.json b/landing/lenses/066590.json index c571afdeeafa1c52fa1a6dedff69c5fc5c906711..c054e0ded9eb52558480331ec59e94624db13c9a 100644 --- a/landing/lenses/066590.json +++ b/landing/lenses/066590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1263,8 +1263,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066620.json b/landing/lenses/066620.json index 5ce340805edd494cd8d5296f068ac29b2805aea1..6812f4513dc260d93c31bfbfb098a2e496f45af9 100644 --- a/landing/lenses/066620.json +++ b/landing/lenses/066620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066670.json b/landing/lenses/066670.json index 40673cfde990eb556ada16348a861039cd994272..0515eb1d2edb61c4e8e25ad7a5347243198fb51f 100644 --- a/landing/lenses/066670.json +++ b/landing/lenses/066670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/066700.json b/landing/lenses/066700.json index 56c0da8d62a127204aa13611575352ca1bcb95f4..992af3fff71c92eb0b4f4c19ce05a787002778ba 100644 --- a/landing/lenses/066700.json +++ b/landing/lenses/066700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066790.json b/landing/lenses/066790.json index d3bea4c98eefc21c1986841b5c019e0571133817..b3dd25c8b1ce800ecb3b9d874c7497949dbeac60 100644 --- a/landing/lenses/066790.json +++ b/landing/lenses/066790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-04", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-04", "period": "2025", "status": "derived", @@ -1055,7 +1055,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-04", "period": "2025", "status": "observed", @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1168,8 +1168,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066900.json b/landing/lenses/066900.json index 5cd292fa00aef9b6165eb8a151b69636a7df28bc..64fd2f18513d528eb966f64c7bc7d84e1fcb80af 100644 --- a/landing/lenses/066900.json +++ b/landing/lenses/066900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 19.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 14.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066910.json b/landing/lenses/066910.json index 4fd6d2e726b4373cb3516c92ed480b4d59e528bf..36340039920d71e7a52c8d7c7ad986deb9c83146 100644 --- a/landing/lenses/066910.json +++ b/landing/lenses/066910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1167,8 +1167,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066970.json b/landing/lenses/066970.json index da0a2645d02ba6c030d2827aab0d39d1b99226bf..036bcec2367a53aa4f9c45a1f0b9de6f9fee7686 100644 --- a/landing/lenses/066970.json +++ b/landing/lenses/066970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066980.json b/landing/lenses/066980.json index a7b202b94faeec4c76f7352884cf3b2611e3bc60..b17767c9bbe0d4b9694fa62e6fed13dce6963de8 100644 --- a/landing/lenses/066980.json +++ b/landing/lenses/066980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067000.json b/landing/lenses/067000.json index 424e88d46b067bf3e1d716e011e7f05de0ff01e9..1d48a8fceadd5c1898f9bbd7d21db084d51d3f78 100644 --- a/landing/lenses/067000.json +++ b/landing/lenses/067000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -965,19 +965,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -998,8 +998,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,17 +1044,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1064,7 +1064,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1123,7 +1123,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1132,7 +1132,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1166,8 +1166,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067010.json b/landing/lenses/067010.json index 0610d80d4dcc6934bb666348ea755ef5804e3ea5..0e89ef5d2b8951307d14eabccb061b6ff7eeb73d 100644 --- a/landing/lenses/067010.json +++ b/landing/lenses/067010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,8 +1061,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1203,8 +1203,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067080.json b/landing/lenses/067080.json index 82e5e1457dbfe03302a21a0aa15c3761906b006c..3df926a963807067dffeaeabf0b19de76c666ca3 100644 --- a/landing/lenses/067080.json +++ b/landing/lenses/067080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 78점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 12.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 16.32%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067160.json b/landing/lenses/067160.json index 7b4b834d34a471e81a5df995706dc338952db719..2540c73acbc83075189f3cd78b5fe70647c7c928 100644 --- a/landing/lenses/067160.json +++ b/landing/lenses/067160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/067170.json b/landing/lenses/067170.json index 13035a897598a1f54188711e11a9dd4345acb108..71d33b9e266f80341cc8d76712e31ec3ad1de219 100644 --- a/landing/lenses/067170.json +++ b/landing/lenses/067170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067250.json b/landing/lenses/067250.json index f22a30474f964039ba64f120e2371b61ea99f974..af222218256546253475a2ba768edf828dc6d00c 100644 --- a/landing/lenses/067250.json +++ b/landing/lenses/067250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,8 +1059,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,10 +1084,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1102,10 +1102,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067280.json b/landing/lenses/067280.json index fd5f7795dd6b08a9437374aa549dfacd545961b2..a49d9be7ce29884135a534fea5324d355b34c65e 100644 --- a/landing/lenses/067280.json +++ b/landing/lenses/067280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067290.json b/landing/lenses/067290.json index d2923847c3fb1e347b99316de85494ed46b84533..bb1d41a14a52724d5fdf3fa1a71f88e52c98dfca 100644 --- a/landing/lenses/067290.json +++ b/landing/lenses/067290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067310.json b/landing/lenses/067310.json index 802f072612fb9d96bb05ff66cdee9d9a797cc983..85b887d33c8d8eef0ed99dbb8725a113d01b121c 100644 --- a/landing/lenses/067310.json +++ b/landing/lenses/067310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1550,88 +1550,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d4bff01c980d", - "target": "067310", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.365 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/067370.json b/landing/lenses/067370.json index 4b962abf7a0ccafd0ada9227ec0257e7ea120793..499c342ebdfdd9ab5b23b5dc4f165d04c2c14562 100644 --- a/landing/lenses/067370.json +++ b/landing/lenses/067370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -308,18 +308,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 29.96, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 32.21, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -502,15 +502,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 29.96, + "grade": "dCR-BBB-", + "score": 32.21, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 30.61, + "grade": "dCR-BBB-", + "score": 32.86, "assumptions": { "scenarioStress": "moderate" } @@ -569,7 +569,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-2", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -579,6 +579,7 @@ "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -593,14 +594,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -720,10 +721,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -739,8 +740,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -752,8 +753,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -770,10 +771,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -783,7 +784,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -792,7 +793,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -860,10 +861,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -881,8 +882,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -897,10 +898,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -915,10 +916,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -929,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -937,7 +938,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -945,7 +946,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -961,7 +962,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067390.json b/landing/lenses/067390.json index 0b95ea00c7d42ec80f8822f72c37d5ea057a2772..dc4e34a2f532c459e968d1329558034746852b23 100644 --- a/landing/lenses/067390.json +++ b/landing/lenses/067390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067570.json b/landing/lenses/067570.json index ed7076533aa071b97f725c92ec0b8556d5d8d7cf..5d1f81431f7fd866ae2c82105166b630525ea401 100644 --- a/landing/lenses/067570.json +++ b/landing/lenses/067570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,6 +611,313 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "067570", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BB-", + "summary": "dCR 위험점수 46.56, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 17.05, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 2.56, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 68.35, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 10.25, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 44.65, + "unit": "riskScore", + "direction": "negative", + "weight": 30, + "contribution": 13.39, + "sourceRef": "axes.채무상환능력" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 양호하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/067570/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/067570/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 경기관련소비재 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/067570/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/067570/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/067570/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 44.65, 가중치 30%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/067570/axes/자본구조", + "status": "derived", + "detail": "위험점수 17.05, 가중치 15%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/067570/axes/유동성", + "status": "derived", + "detail": "위험점수 44.44, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/067570/axes/현금흐름", + "status": "derived", + "detail": "위험점수 68.35, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/067570/axes/사업안정성", + "status": "derived", + "detail": "위험점수 33.45, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/067570/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BB-", + "score": 46.56, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BB-", + "score": 47.11, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 47.87, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2025", + "score": 71.63, + "grade": "CCC", + "pdEstimate": 15.0 + }, + { + "period": "2024", + "score": 46.71, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2023", + "score": 46.32, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2022", + "score": 32.63, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2021", + "score": 35.2, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2020", + "score": 43.86, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2019", + "score": 47.42, + "grade": "BB-", + "pdEstimate": 2.5 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-5", + "pdEstimate": 2.5, + "notchAdjustment": null, + "divergenceExplanation": [ + "현금흐름 축이 68점으로 등급 하방 압력", + "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "D/EBITDA 29.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", + "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -621,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -738,6 +1045,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "067570", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.25, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.8, + "direction": "negative", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.5, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.25 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "deteriorationPriced" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "deteriorationPriced" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -748,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -769,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -893,7 +1380,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -904,9 +1391,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -951,9 +1440,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -970,8 +1461,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/067630.json b/landing/lenses/067630.json index 701fd613a5094fbcf4a5b3d75b5c836285d84865..b7acaef338a0942e459539700686fe6628986fea 100644 --- a/landing/lenses/067630.json +++ b/landing/lenses/067630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 17.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 18.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1181,8 +1181,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067730.json b/landing/lenses/067730.json index 8bd7f58061b0951293a2ad507bc94b7a0b0e2b64..4925dde671f3ff7e29aebedab2a383fa5954dde2 100644 --- a/landing/lenses/067730.json +++ b/landing/lenses/067730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1221,8 +1221,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,10 +1246,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067770.json b/landing/lenses/067770.json index 45d5fa44e27e988b2f84c680afa9a47636915043..32b30c5e80b54cbe165ce571d9fc84d4087c325f 100644 --- a/landing/lenses/067770.json +++ b/landing/lenses/067770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067830.json b/landing/lenses/067830.json index 14289e36e672712c9df6c860171659d9e0c527cd..b52305043ceba58b24ada03c81f8b583cd5858aa 100644 --- a/landing/lenses/067830.json +++ b/landing/lenses/067830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1223,8 +1223,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067900.json b/landing/lenses/067900.json index cd64bc71daac1862418d49fbc81651b1f109456c..cb6c4a5d33f360b4146733ece291e30b8802a25c 100644 --- a/landing/lenses/067900.json +++ b/landing/lenses/067900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067920.json b/landing/lenses/067920.json index f8012b604b04e84c1a5e87f45b97fc00de47372d..71368aceb30c9ff7a704643155c0b0f432576692 100644 --- a/landing/lenses/067920.json +++ b/landing/lenses/067920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067990.json b/landing/lenses/067990.json index d4086aeb58a060b693cc3df482ed6b2a7bfe0162..bf1a5b4bdaf951f2bd6a35e178c43ff45f9ff2d6 100644 --- a/landing/lenses/067990.json +++ b/landing/lenses/067990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068050.json b/landing/lenses/068050.json index 9592c3745a1795123185b8084824ae6244fdc7fd..1bdfcb8f27c51f2210c0249c841a72e74b21e785 100644 --- a/landing/lenses/068050.json +++ b/landing/lenses/068050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 12.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 13.12%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1505,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/068060.json b/landing/lenses/068060.json index 47e2cf57a9bb5a7e6c2ca36e99b7469057740b1a..4a63d8456604b67fa1ec97498aacaa7802333760 100644 --- a/landing/lenses/068060.json +++ b/landing/lenses/068060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068100.json b/landing/lenses/068100.json index e9c08d1ccc8aaaef315abf494f7ee27bbd132371..456162cb52a6988f7839165f8e5841ded15187ed 100644 --- a/landing/lenses/068100.json +++ b/landing/lenses/068100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -892,15 +892,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1044,13 +1044,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1059,7 +1059,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,12 +1301,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:cc9d67d54e0a", + "target": "068100", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.964 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/068240.json b/landing/lenses/068240.json index 64ab6d2c69093e60538212a92942048d144c606a..415d8dbe281ba4b8615cf9b9f27d131b98217c1b 100644 --- a/landing/lenses/068240.json +++ b/landing/lenses/068240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-16", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-16", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-16", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068270.json b/landing/lenses/068270.json index e37baa702e16a1d10fb12212d6a3b53aa7fca583..a25a89dd9b7e2a2bb89cdd01c3be7a2ff67259db 100644 --- a/landing/lenses/068270.json +++ b/landing/lenses/068270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/068290.json b/landing/lenses/068290.json index 23e3d797d1657fdf93643b2bc79b6553317d6140..49e44be5a09d7e0ca7209ce793be67b37a813adf 100644 --- a/landing/lenses/068290.json +++ b/landing/lenses/068290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1139,8 +1139,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068330.json b/landing/lenses/068330.json index cd0e81e3b0072270a9d394f79ca71c4c631da3b4..66e8ebb0d2c1873d3a94b43d149fe35650331194 100644 --- a/landing/lenses/068330.json +++ b/landing/lenses/068330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1221,8 +1221,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068400.json b/landing/lenses/068400.json index cec3a1a8e9c810e427590274cef81ad9e40ae64b..cd9d6c279f687fd35978b559d356da03296b1a95 100644 --- a/landing/lenses/068400.json +++ b/landing/lenses/068400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068420.json b/landing/lenses/068420.json index 32e44200d96d0c5868d37418e065bb2936cc1393..3796d6bee1719e785418d96be07a9047f44b87c3 100644 --- a/landing/lenses/068420.json +++ b/landing/lenses/068420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2026", @@ -36,10 +36,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -353,10 +353,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -441,10 +441,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -462,8 +462,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -487,10 +487,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -505,10 +505,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -519,7 +519,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -527,7 +527,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -543,7 +543,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -559,7 +559,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068760.json b/landing/lenses/068760.json index 4f69fdbf572d03d8a4ef67da4bffb95e583b8111..3399c666cd5ec0ddcae4721122007bbd5b53e587 100644 --- a/landing/lenses/068760.json +++ b/landing/lenses/068760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1221,8 +1221,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068790.json b/landing/lenses/068790.json index 963acd7845a3744fdb5812a7d9161a508effe336..608b49cb56f98146408b745747fbf68acdb91793 100644 --- a/landing/lenses/068790.json +++ b/landing/lenses/068790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1214,13 +1214,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1263,8 +1263,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068930.json b/landing/lenses/068930.json index a56c7a65ed3a6ae5d9c5d9003cc266ef42a28bcf..57eb6ec7002c307332cbe139b7039fa62c82c5e8 100644 --- a/landing/lenses/068930.json +++ b/landing/lenses/068930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068940.json b/landing/lenses/068940.json index f95e4887ef4f6f6b9f0a8dd3e0dd928214dacec1..0ba6f557ce74e3f49b134bd093895aa92367ad60 100644 --- a/landing/lenses/068940.json +++ b/landing/lenses/068940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1216,8 +1216,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1259,10 +1259,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069080.json b/landing/lenses/069080.json index 1af910017ae64749fafbd589278bc13fe88412d4..d4f5e7fc85e2173bde4778c4e6a67f246f7b7667 100644 --- a/landing/lenses/069080.json +++ b/landing/lenses/069080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069110.json b/landing/lenses/069110.json index 2a54e303f2c84a476234eea8aface56f2df2e48f..92754ab74643c0e864bc37bdd8fc974f2f82f8b2 100644 --- a/landing/lenses/069110.json +++ b/landing/lenses/069110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2023", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1218,8 +1218,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069140.json b/landing/lenses/069140.json index 630f45e551104724eadbaa8a9ce190114b13e135..870612e5cf10b26921d2265d5f15b8caf93eae04 100644 --- a/landing/lenses/069140.json +++ b/landing/lenses/069140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 7.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 7.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069260.json b/landing/lenses/069260.json index 3093cc3c537492f049cf98e76c738e72e41731f1..a0172c81a9dd4fa045bc7b9c078599b9e3367f36 100644 --- a/landing/lenses/069260.json +++ b/landing/lenses/069260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,6 +611,316 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "069260", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-AA-", + "summary": "dCR 위험점수 9.73, 전망 부정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 0.63, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.09, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 30.34, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 4.55, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 28.49, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 2.85, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/069260/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/069260/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/069260/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/069260/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/069260/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 2.28, 가중치 30%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/069260/axes/자본구조", + "status": "derived", + "detail": "위험점수 0.63, 가중치 15%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/069260/axes/유동성", + "status": "derived", + "detail": "위험점수 30.34, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/069260/axes/현금흐름", + "status": "derived", + "detail": "위험점수 20.53, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/069260/axes/사업안정성", + "status": "derived", + "detail": "위험점수 28.49, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/069260/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-AA-", + "score": 9.73, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-A+", + "score": 10.21, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 3.53, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2025", + "score": 5.07, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2024", + "score": 3.59, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2023", + "score": 1.28, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2022", + "score": 1.66, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2021", + "score": 1.04, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2020", + "score": 0.61, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2019", + "score": 1.93, + "grade": "AAA", + "pdEstimate": 0.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.03, + "notchAdjustment": null, + "divergenceExplanation": [ + "유동성 축이 30점으로 등급 하방 압력", + "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -621,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -738,6 +1048,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "069260", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.397, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.045, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.397 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -748,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -769,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -803,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -817,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -825,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -833,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -849,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1012,7 +1502,8 @@ } }, "statusCounts": { - "partial": 3 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -1023,9 +1514,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -1070,9 +1563,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.fx-export-revenue.companyEvidence", @@ -1110,8 +1605,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/069330.json b/landing/lenses/069330.json index 4652eb56c7d7f3d8baa2d2d119194e90fd92fa67..58cdecd97dab3f18ae96c0a05edf8ac4bd479a26 100644 --- a/landing/lenses/069330.json +++ b/landing/lenses/069330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069410.json b/landing/lenses/069410.json index 0e1f4d4358961dbd86d77bd55d0ae7c62289ebd5..a29ef7b8a7febc21b54fd3f2457b03f72488fe75 100644 --- a/landing/lenses/069410.json +++ b/landing/lenses/069410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1505,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/069460.json b/landing/lenses/069460.json index 0eb0954181cf4d3a4b1e1677bd414278f85f7a2e..bcb9eb1a58d04c4a74e7b985e8c9a7030c5d5e02 100644 --- a/landing/lenses/069460.json +++ b/landing/lenses/069460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,7 +926,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-22", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-22", "period": null, "status": "derived", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-22", "period": null, "status": "observed", @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1229,8 +1229,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069510.json b/landing/lenses/069510.json index 265fda01a031659f5dd359e9789873c015160edb..6d12c9cdde06abc78f8b49d410a5dc2f11336849 100644 --- a/landing/lenses/069510.json +++ b/landing/lenses/069510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069540.json b/landing/lenses/069540.json index 36c9cb66fb2cdf767367f735473610c05e429817..6f65e83513496853824dac06b3cb6b3cfbe29705 100644 --- a/landing/lenses/069540.json +++ b/landing/lenses/069540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069620.json b/landing/lenses/069620.json index ca2d07fcdeb32bb9894c724344c6ae3ec9241d28..404a19ed084658c69622723208ed249564bc2046 100644 --- a/landing/lenses/069620.json +++ b/landing/lenses/069620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -628,18 +628,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 17.91, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 19.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,15 +823,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 17.91, + "grade": "dCR-A-", + "score": 19.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 19.14, + "score": 21.11, "assumptions": { "scenarioStress": "moderate" } @@ -847,11 +847,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -919,7 +914,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -928,7 +923,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -943,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1070,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1116,7 +1111,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1136,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1158,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1194,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1250,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1271,8 +1266,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1480,7 +1475,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1502,7 +1497,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1520,8 +1515,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/069640.json b/landing/lenses/069640.json index 7a167a20ecbe7633d1c813556f04589ceb6c8b54..7fe750091e7402b9d4e370f6e7f69a2ae12c306c 100644 --- a/landing/lenses/069640.json +++ b/landing/lenses/069640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1244,8 +1244,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069730.json b/landing/lenses/069730.json index ef5be7cb1ae487330f023233ec8a90a02f230e22..cc726ef064f9156a813af727b2a5739a8e872c3f 100644 --- a/landing/lenses/069730.json +++ b/landing/lenses/069730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1220,8 +1220,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069920.json b/landing/lenses/069920.json index 86e9e09af177533c32a4b96b0a4c6ef2fd5a1f9d..b6de3028ad75b1d3b0be78249d380b0d1d6df6bd 100644 --- a/landing/lenses/069920.json +++ b/landing/lenses/069920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 247.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 159.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1169,8 +1169,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069960.json b/landing/lenses/069960.json index 814b65e81f08a17b6eab754fd3b5225e7277d835..2e9118d096851d3b10ab7dac3632db85ebe265b9 100644 --- a/landing/lenses/069960.json +++ b/landing/lenses/069960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070080.json b/landing/lenses/070080.json index c4ef726ce79a7b239dbe072e9a8dcc2d10e9f0c7..802981283fa742209a6bb07f21db2dc1bfb12a5c 100644 --- a/landing/lenses/070080.json +++ b/landing/lenses/070080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,8 +1063,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1088,10 +1088,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1106,10 +1106,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070300.json b/landing/lenses/070300.json index 2f86df9c79a94a2daabc28ccfbff6c664cdc6e76..549c1e90eb7376868e4617ef40c0e55be6dd0273 100644 --- a/landing/lenses/070300.json +++ b/landing/lenses/070300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1264,8 +1264,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070590.json b/landing/lenses/070590.json index 8abc786dfd1064b8abe6dc5a930eb677a55e9970..16867ac7fb7cc389bd7f128dbd7ae7ebee93d3ed 100644 --- a/landing/lenses/070590.json +++ b/landing/lenses/070590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070960.json b/landing/lenses/070960.json index 2337785290e3e428e7657ca183da4b51c4a77bc4..626c310ae99f06b24e01db595005017ebf7ff359 100644 --- a/landing/lenses/070960.json +++ b/landing/lenses/070960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -616,13 +616,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071050.json b/landing/lenses/071050.json index 85d3c6004f4ebe87f0dcd6c6e35cea83b3b944a3..c515f0cb031b21f623006295c3aaca86514daf8f 100644 --- a/landing/lenses/071050.json +++ b/landing/lenses/071050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -671,19 +671,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -750,17 +750,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -829,7 +829,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -838,7 +838,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -872,8 +872,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1139,12 +1139,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ac1a1382ec67", + "target": "071050", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/071090.json b/landing/lenses/071090.json index 247ee687c8c01acfbaa43703bf2ac47abc674034..e7f7e035067b9a91723c31b3df50e4956ec41f66 100644 --- a/landing/lenses/071090.json +++ b/landing/lenses/071090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1561,7 +1561,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1583,7 +1583,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1601,15 +1601,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/071200.json b/landing/lenses/071200.json index 5c433294c10928c3c6fd6794733aefc580508c3e..379a6ea916e181efcf24fa5789d409ca09138df6 100644 --- a/landing/lenses/071200.json +++ b/landing/lenses/071200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 5.27, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA+", + "summary": "dCR 위험점수 4.59, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA", - "score": 5.27, + "grade": "dCR-AA+", + "score": 4.59, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 5.5, + "grade": "dCR-AA+", + "score": 4.75, "assumptions": { "scenarioStress": "moderate" } @@ -904,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.02, + "pdEstimate": 0.01, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,10 +1134,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1249,8 +1249,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071280.json b/landing/lenses/071280.json index 6f0522c589e773b2e765eb61403772700cb432b1..ac3b5f9fc9e2cee4b59d869dcf6f92c8087f3f30 100644 --- a/landing/lenses/071280.json +++ b/landing/lenses/071280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071320.json b/landing/lenses/071320.json index fa9a8381e2c96f3252eab43359335b53a3c2c3b4..6f86971b0cacaca6ac2df9a324906195fcfeb826 100644 --- a/landing/lenses/071320.json +++ b/landing/lenses/071320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071460.json b/landing/lenses/071460.json index 1cd52a83d5b6db67fb41328ccc9b2b8b30fc0b4a..a5f2e577b620aa2bc3432dc44216b1b318594312 100644 --- a/landing/lenses/071460.json +++ b/landing/lenses/071460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071670.json b/landing/lenses/071670.json index e45b61e3c9cd54ded3a3371f63aacf426cf02ac6..f3ee8a78da8ad2a00a3ac59c3ad1caa245912830 100644 --- a/landing/lenses/071670.json +++ b/landing/lenses/071670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 19.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 19.56%). 최근 주가 하락이 반영된 결과", "D/EBITDA 175.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071840.json b/landing/lenses/071840.json index a189483673c546aeb6a950160e8822de0905fc02..1037b672bdc0ee2d19f5f8f7dc7695ce89a895ac 100644 --- a/landing/lenses/071840.json +++ b/landing/lenses/071840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.29%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,10 +1114,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1225,8 +1225,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071850.json b/landing/lenses/071850.json index dad79f98ff89c92c657cedb22bcdf37dbebe5335..b3c3e438bdf218fdfcf9c28221cc4b8e15919fa2 100644 --- a/landing/lenses/071850.json +++ b/landing/lenses/071850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1262,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1471,7 +1471,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1493,7 +1493,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1511,15 +1511,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/071950.json b/landing/lenses/071950.json index b75db82c7819afd996e6fff35990985c3cd04002..27f73c63c00375a7259d6cd1097a1d9972591f85 100644 --- a/landing/lenses/071950.json +++ b/landing/lenses/071950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,6 +610,312 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "071950", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-B", + "summary": "dCR 위험점수 61.37, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 23.35, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 4.67, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 81.01, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 12.15, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 74.0, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 18.5, + "sourceRef": "axes.채무상환능력" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 양호하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/071950/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/071950/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 경기관련소비재 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/071950/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/071950/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/071950/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 74.00, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/071950/axes/자본구조", + "status": "derived", + "detail": "위험점수 23.35, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/071950/axes/유동성", + "status": "derived", + "detail": "위험점수 81.01, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/071950/axes/현금흐름", + "status": "derived", + "detail": "위험점수 51.33, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/071950/axes/사업안정성", + "status": "derived", + "detail": "위험점수 31.14, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/071950/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-B", + "score": 61.37, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-B", + "score": 61.97, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 45.67, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2025", + "score": 62.32, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2024", + "score": 79.93, + "grade": "CC", + "pdEstimate": 25.0 + }, + { + "period": "2023", + "score": 84.18, + "grade": "CC", + "pdEstimate": 25.0 + }, + { + "period": "2022", + "score": 78.81, + "grade": "CC", + "pdEstimate": 25.0 + }, + { + "period": "2021", + "score": 65.4, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2020", + "score": 65.69, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2019", + "score": 48.57, + "grade": "B+", + "pdEstimate": 4.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-6", + "pdEstimate": 7.0, + "notchAdjustment": null, + "divergenceExplanation": [ + "유동성 축이 81점으로 등급 하방 압력", + "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 214.14%). 최근 주가 하락이 반영된 결과", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -620,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -737,6 +1043,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "071950", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.85, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.625, + "direction": "negative", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.85 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -747,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -768,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -793,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -807,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -815,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -831,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -975,7 +1461,8 @@ } }, "statusCounts": { - "partial": 3 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -986,9 +1473,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -1033,9 +1522,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1066,8 +1557,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/071970.json b/landing/lenses/071970.json index ceef8e99938cbe2f9f0f0a5a3092926fdba47ce9..7d1900963a28f208c1b6ab72f002edbef3cc5761 100644 --- a/landing/lenses/071970.json +++ b/landing/lenses/071970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072020.json b/landing/lenses/072020.json index 861a7697ff23f5a384e63c242ae3c13416f66390..1e649ad8c0311692cd853732dbaf75a9aa9b6cdb 100644 --- a/landing/lenses/072020.json +++ b/landing/lenses/072020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -629,18 +629,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-AA+", - "summary": "dCR 위험점수 3.97, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AAA", + "summary": "dCR 위험점수 2.97, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -824,15 +824,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA+", - "score": 3.97, + "grade": "dCR-AAA", + "score": 2.97, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA+", - "score": 4.04, + "score": 3.04, "assumptions": { "scenarioStress": "moderate" } @@ -848,6 +848,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -915,7 +920,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.01, + "pdEstimate": 0.0, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1098,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1118,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072130.json b/landing/lenses/072130.json index fe8df190a24bd720a89974fabb00493a87c0e3ed..835f8247c1292c40a5dbb5a3ed368e0d459e64a2 100644 --- a/landing/lenses/072130.json +++ b/landing/lenses/072130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072470.json b/landing/lenses/072470.json index 95d2de3f94b2a489c37d9ae831f15107aebc6f5d..d5271c635b11bec579b65f3dbd30a9f428fdf185 100644 --- a/landing/lenses/072470.json +++ b/landing/lenses/072470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 26.66, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 24.41, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 26.66, + "score": 24.41, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 27.68, + "grade": "dCR-A-", + "score": 25.28, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -920,7 +915,7 @@ }, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 9.45%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -937,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1064,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1110,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1188,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1265,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1474,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1496,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1514,15 +1509,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/072710.json b/landing/lenses/072710.json index ef4dd8b91ff7e224af38744ceaeb31a3e5a0867b..949cadcbb5afa28b89e9f8853b7ab8fb4d135f8c 100644 --- a/landing/lenses/072710.json +++ b/landing/lenses/072710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072770.json b/landing/lenses/072770.json index 4fde1c66818dd8f80a3a29a752de65fdb8a36ec2..24afe79c6fc4e9d483e593cb1fecefe6f5357ac2 100644 --- a/landing/lenses/072770.json +++ b/landing/lenses/072770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 73.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 67.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1244,8 +1244,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072870.json b/landing/lenses/072870.json index c4738bbd6761b6ec8d38645d3a21832ba5d41bb5..133a7aaa0835e8067207259749d13b4a02ea6b1a 100644 --- a/landing/lenses/072870.json +++ b/landing/lenses/072870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072950.json b/landing/lenses/072950.json index 16a4c7886edbe0c717189bf7052a4fc7c73f26d5..adfe5bd58928014fee77ae6ab7d87f5b61025d8a 100644 --- a/landing/lenses/072950.json +++ b/landing/lenses/072950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072990.json b/landing/lenses/072990.json index e9d048eacc29f18da387ecdaa556bc7b33a71d1d..910d7a17e10bd8e4e2a2cfde80482de5e1347929 100644 --- a/landing/lenses/072990.json +++ b/landing/lenses/072990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073010.json b/landing/lenses/073010.json index 748525e8da1bcfae7da39589dbe99ae3e6e9dacb..680685c8b94de187936a911070aaae53f185a7fd 100644 --- a/landing/lenses/073010.json +++ b/landing/lenses/073010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,7 +925,7 @@ "divergenceExplanation": [ "현금흐름 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1228,8 +1228,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073070.json b/landing/lenses/073070.json index 8974544dbefb4576485755501854469bd14ba800..f4b3d4cbe05ad0c62e7bb4a76d73116f0da08925 100644 --- a/landing/lenses/073070.json +++ b/landing/lenses/073070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -46,10 +46,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2021", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -155,7 +155,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2020", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -202,7 +202,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2021", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -249,7 +249,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2020", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -296,7 +296,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2021", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2020", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2020", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -868,14 +868,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1099,8 +1099,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,10 +1124,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1142,10 +1142,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073110.json b/landing/lenses/073110.json index 0d41dd89a42ef21b97c76155081f08be172887c9..21ba73fa3ffaf731029623be2eba4ea8ae729037 100644 --- a/landing/lenses/073110.json +++ b/landing/lenses/073110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1604,7 +1604,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1626,7 +1626,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1644,15 +1644,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/073190.json b/landing/lenses/073190.json index 1ec1dec3d1cbca0b763039b0a20b60729050a399..df93f92e64171b285106689aa89633a07dabe940 100644 --- a/landing/lenses/073190.json +++ b/landing/lenses/073190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-19", "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-19", "period": "2022", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-19", "period": "2022", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073240.json b/landing/lenses/073240.json index 4a4db566bfa1df32b06cbb2e87a66254d0e2580e..422ce54b0d2825e814d9a8b37b9fc622da16317f 100644 --- a/landing/lenses/073240.json +++ b/landing/lenses/073240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073490.json b/landing/lenses/073490.json index 7a49c824c1dc59161d90a4a96db63a3eda796228..37a79077d510f0f46950fa2def68c1802861f012 100644 --- a/landing/lenses/073490.json +++ b/landing/lenses/073490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,12 +1457,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0f61f581bfd6", + "target": "073490", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/073540.json b/landing/lenses/073540.json index 3ab0df4084e9772068d79dfadfd281486baa0b67..3e8a87eaa556a4bb3aa281e5f42d008fa3c9e7c5 100644 --- a/landing/lenses/073540.json +++ b/landing/lenses/073540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 8.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 6.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -980,19 +980,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,17 +1059,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1132,13 +1132,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1147,7 +1147,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1181,8 +1181,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073560.json b/landing/lenses/073560.json index dd5098e292bd810fbcd6a1e28e1f9ddc03f047dd..5c0b6b7c4a7b55aaeea840009eebbb65c4ffc8ba 100644 --- a/landing/lenses/073560.json +++ b/landing/lenses/073560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073570.json b/landing/lenses/073570.json index c2faa4aa2a10630c985d10a6a704c0a2464b94c6..2f44809325795bb8e08fe540c8cea6ba166d0f9c 100644 --- a/landing/lenses/073570.json +++ b/landing/lenses/073570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -889,10 +889,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -908,8 +908,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -921,8 +921,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -939,10 +939,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -952,7 +952,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -961,7 +961,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,8 +1050,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1075,10 +1075,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1093,10 +1093,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1107,7 +1107,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073640.json b/landing/lenses/073640.json index 47db06b74bf85635820c701b1cf333a9f0037b1a..e29e1f033c84f1985977a37588dce092be2f33af 100644 --- a/landing/lenses/073640.json +++ b/landing/lenses/073640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1148,8 +1148,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/074430.json b/landing/lenses/074430.json index 787a7fecacfc557575201ffeeb12658b7d05f338..09ae480ef89374d1a95ec0f77cc5dd12b2b24511 100644 --- a/landing/lenses/074430.json +++ b/landing/lenses/074430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/074600.json b/landing/lenses/074600.json index da30262717c83112759e1b0862e1baf4e36413a5..e640c8503f18e5de75f09e1241ba3586cd47fb41 100644 --- a/landing/lenses/074600.json +++ b/landing/lenses/074600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,12 +1457,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ef62c6df1930", + "target": "074600", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/074610.json b/landing/lenses/074610.json index 17ba117b15217223487fddf0fe57c50fb110fff4..5484912379e67001e003915cd9b0a53a888edcc0 100644 --- a/landing/lenses/074610.json +++ b/landing/lenses/074610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-12-29", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-12-29", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1179,8 +1179,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1388,7 +1388,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1410,7 +1410,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1428,7 +1428,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", diff --git a/landing/lenses/075130.json b/landing/lenses/075130.json index f59bce37b03e50cf0c5b1e5f391735c36721e5b2..c5fc7cd9e35f0168643130ce73bb882387edd5cb 100644 --- a/landing/lenses/075130.json +++ b/landing/lenses/075130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 8.06, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA", + "summary": "dCR 위험점수 7.06, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA-", - "score": 8.06, + "grade": "dCR-AA", + "score": 7.06, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 8.21, + "grade": "dCR-AA", + "score": 7.21, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.03, + "pdEstimate": 0.02, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 31점으로 등급 하방 압력", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/075180.json b/landing/lenses/075180.json index 698e8738d48910765bfffdbb37b769dd5a9fb3b3..4225916e8e73e1066046004d344fd9f597ca8b97 100644 --- a/landing/lenses/075180.json +++ b/landing/lenses/075180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -612,6 +612,309 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "075180", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-A", + "summary": "dCR 위험점수 15.64, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 0.25, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 0.05, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 30.0, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 4.5, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 23.8, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 5.95, + "sourceRef": "axes.채무상환능력" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/075180/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/075180/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 경기관련소비재 업종 기준 양호한 수준이다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/075180/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/075180/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/075180/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 23.80, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/075180/axes/자본구조", + "status": "derived", + "detail": "위험점수 0.25, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/075180/axes/유동성", + "status": "derived", + "detail": "위험점수 30.00, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/075180/axes/현금흐름", + "status": "derived", + "detail": "위험점수 17.50, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/075180/axes/사업안정성", + "status": "derived", + "detail": "위험점수 17.51, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/075180/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-A", + "score": 15.64, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-A", + "score": 15.64, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 0.26, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2025", + "score": 19.14, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2024", + "score": 19.1, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2023", + "score": 19.1, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2022", + "score": 19.11, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2021", + "score": 7.75, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2020", + "score": 19.13, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2019", + "score": 23.97, + "grade": "BBB", + "pdEstimate": 0.25 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.06, + "notchAdjustment": null, + "divergenceExplanation": [ + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -622,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -739,6 +1042,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "075180", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.239, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.255, + "direction": "negative", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.5, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.239 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -749,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -770,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -791,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -799,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -894,7 +1377,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -905,9 +1388,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -952,9 +1437,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -971,8 +1458,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/075580.json b/landing/lenses/075580.json index 9e4e769ca9e7fe52b7a0e70474c6fd4abf07c5be..d41e7f2ebe11f92974cefd41885046cde0767e71 100644 --- a/landing/lenses/075580.json +++ b/landing/lenses/075580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1595,88 +1595,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:82b5d9bb54dc", - "target": "075580", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/075970.json b/landing/lenses/075970.json index d538a60f084a148a95622514d925ee6dde9be519..a5eb323208b28669d590786be51f2c8f0c8ad318 100644 --- a/landing/lenses/075970.json +++ b/landing/lenses/075970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/076080.json b/landing/lenses/076080.json index 00ded2b45968088d9972d975cdc7dd615d695fed..946d1937afb05b1cef14b9878f5e28f84507becb 100644 --- a/landing/lenses/076080.json +++ b/landing/lenses/076080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1264,8 +1264,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1473,7 +1473,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1495,7 +1495,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1513,15 +1513,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/076610.json b/landing/lenses/076610.json index 496ecc129cd304797ee2d9f85cfa7fba1a9fd1bb..bf45cd101cb656660a253acc712c86de8ccebcfb 100644 --- a/landing/lenses/076610.json +++ b/landing/lenses/076610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/077360.json b/landing/lenses/077360.json index 2c5eb6f5a5a8d3fc1563c31e7c974915e0b10ed1..5a0f31f6168cff04c4533fbab808deadde03cbd4 100644 --- a/landing/lenses/077360.json +++ b/landing/lenses/077360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1262,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1565,7 +1565,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1587,7 +1587,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1605,15 +1605,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/077500.json b/landing/lenses/077500.json index 06928bc53727efa34c99fefc7d7bbc643b55e6be..33cc708928f2aa7763746f60e595844abae9f027 100644 --- a/landing/lenses/077500.json +++ b/landing/lenses/077500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/077970.json b/landing/lenses/077970.json index 94be7f8b87bb274e183b288ef1b364df373baea9..e1e37e52f04a4b2b3f39968256496eae93ac7851 100644 --- a/landing/lenses/077970.json +++ b/landing/lenses/077970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1595,12 +1595,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2c1e42036c28", + "target": "077970", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/078000.json b/landing/lenses/078000.json index 8719deb66c72c3ba88d6866773926714b3c2c83d..72faa3031240e9ea625c9508642d45c1b669f8e8 100644 --- a/landing/lenses/078000.json +++ b/landing/lenses/078000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078020.json b/landing/lenses/078020.json index ae0f22c4a66c942177de3baff30768dc29b9aa70..7e75ffc1a1a6bde7561b73b59dc248522cca46b1 100644 --- a/landing/lenses/078020.json +++ b/landing/lenses/078020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1154,8 +1154,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,10 +1179,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1197,10 +1197,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078070.json b/landing/lenses/078070.json index b3fbba4c78c2fbf1ae33618f7f33068f6cec1dd4..a3401979e86ca752c44fd867703d3de54e2d34f8 100644 --- a/landing/lenses/078070.json +++ b/landing/lenses/078070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,10 +989,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,8 +1104,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078130.json b/landing/lenses/078130.json index 1bbdfb1f73bf3b8eba0b1b9cf55645d65d595835..b78f4d3ed29f2bcc3cb808fffa7c929759a0f4a5 100644 --- a/landing/lenses/078130.json +++ b/landing/lenses/078130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c049c93a33c6", - "target": "078130", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/078140.json b/landing/lenses/078140.json index eb22517159d27098490fce2d466c50efb5d200d3..66a4e95ec7f8dc9b427f54fcbbf145755ef4d9bc 100644 --- a/landing/lenses/078140.json +++ b/landing/lenses/078140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078150.json b/landing/lenses/078150.json index 8761f99d2912560ed4815d0a0dbb3d6123fbe776..f333e9d6ba970cbca61676b3f37565fd874ae6bc 100644 --- a/landing/lenses/078150.json +++ b/landing/lenses/078150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078160.json b/landing/lenses/078160.json index 8100b5a0d480aa57474b9e8d9c885abb6d1998da..177769cc7dd6f52504db096a74c2a8b2190cb8fa 100644 --- a/landing/lenses/078160.json +++ b/landing/lenses/078160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -978,19 +978,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1011,8 +1011,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,17 +1057,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1136,7 +1136,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1145,7 +1145,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1179,8 +1179,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078340.json b/landing/lenses/078340.json index 7face1f8b3fa2082bec44ec69d20f249a7ea7024..2b8aa481236bef7290b8cc6fc01e6fecded53871 100644 --- a/landing/lenses/078340.json +++ b/landing/lenses/078340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078350.json b/landing/lenses/078350.json index a70bfbc130994ee8cb7ae3c7b21d4748dbec213a..ffb262f9c321c5f5e9bb80157b2c287d54ef00f3 100644 --- a/landing/lenses/078350.json +++ b/landing/lenses/078350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078520.json b/landing/lenses/078520.json index 6e1bbb4f5cdd0b1294ea844b5a84bdd68a8e3f84..5e06af2a0399fe3b0126b6de5e1c2bcb7c78a7f2 100644 --- a/landing/lenses/078520.json +++ b/landing/lenses/078520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,7 +1459,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1481,7 +1481,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1499,15 +1499,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/078590.json b/landing/lenses/078590.json index ad72517261c4c1c60cfa660650ed974ef23a9b66..efcd836a908a03771689d7f3ab30f2cb28e3d20c 100644 --- a/landing/lenses/078590.json +++ b/landing/lenses/078590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -919,7 +919,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 28.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1222,8 +1222,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1256,10 +1256,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078600.json b/landing/lenses/078600.json index 715889141b0f0eb585e03fe8f509a9863fdc0373..b22c5817aae701c4a7c297c728a560cf8fae8cba 100644 --- a/landing/lenses/078600.json +++ b/landing/lenses/078600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078860.json b/landing/lenses/078860.json index a9b3094b9cd8c40339e8b711f7aa69ece2c5d9a0..08f6b36b00130727d94563858a1aa6c1067cba95 100644 --- a/landing/lenses/078860.json +++ b/landing/lenses/078860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,10 +1054,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1169,8 +1169,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078890.json b/landing/lenses/078890.json index 489b9ecb04ca5c1c197036ba1bbaddfb922f6d4e..95bf8544ca16715353e812ce36ecb87b457dbdca 100644 --- a/landing/lenses/078890.json +++ b/landing/lenses/078890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 50.37, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 51.36, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 50.37, + "score": 51.36, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 51.63, + "score": 52.44, "assumptions": { "scenarioStress": "moderate" } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078930.json b/landing/lenses/078930.json index 88dc68816d2cfff47347520fe9b0f8faf1aa8535..b8df4fc80acc6fa160dbffb0f394240f402c72b2 100644 --- a/landing/lenses/078930.json +++ b/landing/lenses/078930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079000.json b/landing/lenses/079000.json index decbd4a2ea3777983b38458a14444ed7c9b80205..ee13d38760804b7a99fb0103d2b90a2059a45b40 100644 --- a/landing/lenses/079000.json +++ b/landing/lenses/079000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -909,10 +909,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -928,7 +928,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -941,8 +941,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -972,7 +972,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -981,7 +981,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1095,10 +1095,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1113,10 +1113,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079160.json b/landing/lenses/079160.json index 1805983c1ab7e1ec1d6e11dd7bb8f2ae8af35684..dcdeb2c2e3b70658aaf6368cc27a4d53cf012b2c 100644 --- a/landing/lenses/079160.json +++ b/landing/lenses/079160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -609,6 +609,311 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "079160", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-B+", + "summary": "dCR 위험점수 48.47, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 17.5, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 2.62, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 53.57, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 13.39, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 52.47, + "unit": "riskScore", + "direction": "negative", + "weight": 20, + "contribution": 10.49, + "sourceRef": "axes.자본구조" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 과도한 부채로 구조적 위험이 존재한다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/079160/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/079160/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 필수소비재 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/079160/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/079160/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/079160/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 53.57, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/079160/axes/자본구조", + "status": "derived", + "detail": "위험점수 52.47, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/079160/axes/유동성", + "status": "derived", + "detail": "위험점수 45.72, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/079160/axes/현금흐름", + "status": "derived", + "detail": "위험점수 17.50, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/079160/axes/사업안정성", + "status": "derived", + "detail": "위험점수 42.22, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/079160/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-B+", + "score": 48.47, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-B+", + "score": 49.86, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 64.64, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2025", + "score": 67.2, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2024", + "score": 72.84, + "grade": "CCC", + "pdEstimate": 15.0 + }, + { + "period": "2023", + "score": 71.79, + "grade": "CCC", + "pdEstimate": 15.0 + }, + { + "period": "2022", + "score": 64.43, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2021", + "score": 74.78, + "grade": "CCC", + "pdEstimate": 15.0 + }, + { + "period": "2020", + "score": 70.61, + "grade": "CCC", + "pdEstimate": 15.0 + }, + { + "period": "2019", + "score": 70.44, + "grade": "CCC", + "pdEstimate": 15.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 4.0, + "notchAdjustment": null, + "divergenceExplanation": [ + "채무상환능력 축이 54점으로 등급 하방 압력", + "D/EBITDA 10.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -619,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -736,6 +1041,176 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "079160", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 61.3, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.107, + "direction": "neutral", + "sourceRef": "fundamental.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.107 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -746,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -767,8 +1242,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -792,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -806,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -814,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -830,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -974,7 +1449,8 @@ } }, "statusCounts": { - "partial": 3 + "partial": 4, + "usable": 1 }, "gaps": [ { @@ -985,9 +1461,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -1032,9 +1510,18 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1066,7 +1553,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/079170.json b/landing/lenses/079170.json index b9b5de42fb049a649816b7f3d2b8cf1527ac224c..71b2e02e4df38076dc8a89d45c9153f88a78354a 100644 --- a/landing/lenses/079170.json +++ b/landing/lenses/079170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1219,8 +1219,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079190.json b/landing/lenses/079190.json index bb533ca24dda0a0eecc53086bc6362993f71b066..ee9f4b144bcc212481ff013f17a46130cd193a77 100644 --- a/landing/lenses/079190.json +++ b/landing/lenses/079190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079370.json b/landing/lenses/079370.json index f8450da8261974450edb0cc79e8895af00c19f69..ce20892b4b09574f2adf28ecb0b4e36ca83debd8 100644 --- a/landing/lenses/079370.json +++ b/landing/lenses/079370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 8.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 9.79%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/079430.json b/landing/lenses/079430.json index be20a60b51291977b6e68643156d058f8a61676b..7dfc1fae1fff87b9dd8e7f7993362ab400c4fab4 100644 --- a/landing/lenses/079430.json +++ b/landing/lenses/079430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079550.json b/landing/lenses/079550.json index 7eb0618140a1b3d67247b417cca7d27a727e0b73..ba8cc534bf56f2d318beb7861f15cf32793c67df 100644 --- a/landing/lenses/079550.json +++ b/landing/lenses/079550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 35.37, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 33.12, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 35.37, + "score": 33.12, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 36.74, + "score": 34.49, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3ea460e6d503", - "target": "079550", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/079650.json b/landing/lenses/079650.json index 844c1b9a9764b194b32f35eabf16f8edd4d66ef2..b1c0115e5d66ad3eb2674d9f74ff90035592895f 100644 --- a/landing/lenses/079650.json +++ b/landing/lenses/079650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1169,8 +1169,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,7 +1386,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1408,7 +1408,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1426,15 +1426,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/079810.json b/landing/lenses/079810.json index d439812edf306da81f4e9d7c1366b3c5ac8a1228..96e05a3c6c0173d9c1b4838582dc52240c881fed 100644 --- a/landing/lenses/079810.json +++ b/landing/lenses/079810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,10 +1133,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1248,8 +1248,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079900.json b/landing/lenses/079900.json index 8948d44c275d286952c35ad3798fb46a95332ce8..7d090c5695293eb75977435059b79b5aa11ce94d 100644 --- a/landing/lenses/079900.json +++ b/landing/lenses/079900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -788,8 +788,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -901,8 +901,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1152,7 +1152,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1170,8 +1170,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/079940.json b/landing/lenses/079940.json index 7f494ac561c5051c76548ece751565e7b80859d2..331db0ff72e182723467f57d6515657e9bbf0e7e 100644 --- a/landing/lenses/079940.json +++ b/landing/lenses/079940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2bb3d4f1bea2", + "target": "079940", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.385 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/079950.json b/landing/lenses/079950.json index 739be0350be88229cbe17332d8b07f5dab162ea3..7239d8409eb0b73c3dadf03157b850f840e26177 100644 --- a/landing/lenses/079950.json +++ b/landing/lenses/079950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 89.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 51.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079960.json b/landing/lenses/079960.json index 1b9e739542d96c2ebab99cf527ca09d702fa2037..683b2895cddc1c14a3f139887869357d22f3e47d 100644 --- a/landing/lenses/079960.json +++ b/landing/lenses/079960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1249,8 +1249,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/079970.json b/landing/lenses/079970.json index 35230530e6777ef9583426d2bf606dc6233062a4..03b537caa8dec6911e9eca53618d1aab3e376306 100644 --- a/landing/lenses/079970.json +++ b/landing/lenses/079970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1150,8 +1150,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079980.json b/landing/lenses/079980.json index 624e1b8f8c7dbeb712415be2284e366704f73469..9b566961576bf098d6d2d68a86bef0244bef14f5 100644 --- a/landing/lenses/079980.json +++ b/landing/lenses/079980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.63%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/080010.json b/landing/lenses/080010.json index 6bca12c59a9276c8d61374373670508ae89bc06f..5c687ac806f486893d45e3f8b4962df6c77b16a8 100644 --- a/landing/lenses/080010.json +++ b/landing/lenses/080010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1046,15 +1046,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1198,13 +1198,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1247,8 +1247,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1660,88 +1660,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:caef7a4a241f", - "target": "080010", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.953 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/080160.json b/landing/lenses/080160.json index fe9ad44a6a16bf419083d70d20fc7041d52ea24f..a6fd66929a306f9a636936a9667e71125b4efaa5 100644 --- a/landing/lenses/080160.json +++ b/landing/lenses/080160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 4.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1351,7 +1351,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080220.json b/landing/lenses/080220.json index 2c95c3e5beda4a5aa9cb4aff9db9a9ad4f037c41..b809275ddd83d2b95305fe6265408a39b0453cc6 100644 --- a/landing/lenses/080220.json +++ b/landing/lenses/080220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1564,7 +1564,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1586,7 +1586,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1604,8 +1604,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/080420.json b/landing/lenses/080420.json index 1524221e975ba074e848131deacad770581e72f5..3c5a3c3d64b9f14b22bd28d0f122b2b4b62acfa3 100644 --- a/landing/lenses/080420.json +++ b/landing/lenses/080420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080470.json b/landing/lenses/080470.json index 9b30c59224439303923c5f01897ab8789a21bbee..18b863686704dbed30901e678fff8e8fbc93c74e 100644 --- a/landing/lenses/080470.json +++ b/landing/lenses/080470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0bf176111996", + "target": "080470", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/080520.json b/landing/lenses/080520.json index c6ab3bc20aa991f7afd4e43b2a86bb9cd9811bff..b7e15be8a105380305719e3ec04366d1b40f2ea2 100644 --- a/landing/lenses/080520.json +++ b/landing/lenses/080520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -968,15 +968,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1169,8 +1169,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,12 +1378,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1d2948f72d4d", + "target": "080520", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.349 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/080530.json b/landing/lenses/080530.json index 75b6da3d0a4669c84fc53245b844565d8a028d2d..624e51461273422b690f98f2ba70094af01ce4cb 100644 --- a/landing/lenses/080530.json +++ b/landing/lenses/080530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -629,18 +629,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 15.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 17.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -824,15 +824,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 15.19, + "grade": "dCR-A-", + "score": 17.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 16.01, + "score": 18.01, "assumptions": { "scenarioStress": "moderate" } @@ -848,11 +848,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -920,10 +915,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -938,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1065,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1098,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1111,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1189,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1217,13 +1212,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1232,7 +1227,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1245,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1266,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080580.json b/landing/lenses/080580.json index dce0f90cb25353a255dfd234818cd6d3b8980780..2f258be18a5c62e1181ef1330f248e41f869bbfe 100644 --- a/landing/lenses/080580.json +++ b/landing/lenses/080580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080720.json b/landing/lenses/080720.json index 2b141f7fd394b768404151ef74dd0dc75f419b21..670e7c33c5a8b31078178df9a0eff5c3be15817b 100644 --- a/landing/lenses/080720.json +++ b/landing/lenses/080720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-28", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-28", "period": "2025", "status": "derived", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-28", "period": "2025", "status": "observed", @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1233,8 +1233,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081000.json b/landing/lenses/081000.json index e34d3cb5fb42f6f4eca9427800abfab5d6d950d6..bb4c3da42919d40aef50bfedee968374b39c1580 100644 --- a/landing/lenses/081000.json +++ b/landing/lenses/081000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1501,88 +1501,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3f655bf0a438", - "target": "081000", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.463 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/081150.json b/landing/lenses/081150.json index 1adf9c2c30e6a62948573478d70ba013a8f2b492..caf502e78929d9f52f4ad68503caeaf27578b179 100644 --- a/landing/lenses/081150.json +++ b/landing/lenses/081150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,6 +611,312 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "081150", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BBB+", + "summary": "dCR 위험점수 19.43, 전망 부정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 1.9, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.28, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 45.69, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 6.85, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 34.11, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 3.41, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/081150/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/081150/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 소재 업종 기준 양호한 수준이다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/081150/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/081150/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/081150/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 16.00, 가중치 30%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/081150/axes/자본구조", + "status": "derived", + "detail": "위험점수 1.90, 가중치 15%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/081150/axes/유동성", + "status": "derived", + "detail": "위험점수 27.50, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/081150/axes/현금흐름", + "status": "derived", + "detail": "위험점수 45.69, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/081150/axes/사업안정성", + "status": "derived", + "detail": "위험점수 34.11, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/081150/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BBB+", + "score": 19.43, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB+", + "score": 20.65, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 3.41, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2025", + "score": 9.16, + "grade": "AA-", + "pdEstimate": 0.03 + }, + { + "period": "2024", + "score": 12.3, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2023", + "score": 33.18, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2022", + "score": 0.98, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2021", + "score": 0.52, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2020", + "score": 2.54, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2019", + "score": 8.2, + "grade": "AA-", + "pdEstimate": 0.03 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-5", + "pdEstimate": 0.15, + "notchAdjustment": null, + "divergenceExplanation": [ + "현금흐름 축이 46점으로 등급 하방 압력", + "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.90%). 최근 주가 하락이 반영된 결과", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -621,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -738,6 +1044,146 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "081150", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": null, + "knowledgeBoundary": "2026-09-20" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": -0.5, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.5 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -748,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -769,8 +1215,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -794,10 +1240,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -808,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -816,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -832,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -976,7 +1422,8 @@ } }, "statusCounts": { - "partial": 3 + "partial": 4, + "usable": 1 }, "gaps": [ { @@ -987,9 +1434,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -1034,9 +1483,25 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1068,7 +1533,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/081180.json b/landing/lenses/081180.json index e8790c7b2c04d9441fb4b2dfb56134e8a07b2fa8..e89c9e76d4a6e227d5627272c81ff6006a1b7bbd 100644 --- a/landing/lenses/081180.json +++ b/landing/lenses/081180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -451,14 +451,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -578,10 +578,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -597,7 +597,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -610,8 +610,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -630,8 +630,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -641,7 +641,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -650,7 +650,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -718,10 +718,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -739,8 +739,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -760,7 +760,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -768,7 +768,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081580.json b/landing/lenses/081580.json index 832d9b670bb36db73270588c0e64118cbbd11232..7858b5fbc1dd1b90fdf25fc7c5d19ccc76ca7697 100644 --- a/landing/lenses/081580.json +++ b/landing/lenses/081580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081660.json b/landing/lenses/081660.json index 7fdd503a70d7b94e74a5ebaca87e94e836faea83..f2b8dd92af54bed6c5279659b90d6925b776079f 100644 --- a/landing/lenses/081660.json +++ b/landing/lenses/081660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081970.json b/landing/lenses/081970.json index b27b266d0e6fc6e566f84b959609839965591a0b..e482b1f7e45c4348fa0339b067803f1ab57960f3 100644 --- a/landing/lenses/081970.json +++ b/landing/lenses/081970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -614,8 +614,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082210.json b/landing/lenses/082210.json index fd32fb520c546573a03f88aec2d20b343e23fe27..63bdf386cd6d909aa6b4ae20a014efc2edb6d756 100644 --- a/landing/lenses/082210.json +++ b/landing/lenses/082210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082270.json b/landing/lenses/082270.json index c1518b20468b7bbe01e351b4f677675bd365d7f7..fa5f4bac34ee17a9301cb7272076588505c374df 100644 --- a/landing/lenses/082270.json +++ b/landing/lenses/082270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 77점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 103.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 108.84%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082640.json b/landing/lenses/082640.json index baf9c5d537249b139166219115d5b97e50c6fbc5..f8c365172191c4367f7476c57e792f5e4325e70f 100644 --- a/landing/lenses/082640.json +++ b/landing/lenses/082640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -291,13 +291,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -479,14 +479,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -606,10 +606,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-06", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -652,7 +652,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -672,7 +672,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-06", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-06", "period": "2025", "status": "observed", @@ -786,10 +786,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -807,8 +807,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -828,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -836,7 +836,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1082,7 +1082,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-06", "period": "2025", "status": "observed", diff --git a/landing/lenses/082660.json b/landing/lenses/082660.json index f620d66ccb97ec7b857aa23ef16cfd6a82ceea94..de494ce3ea813b64b7db05c7dd3241b4b2023a92 100644 --- a/landing/lenses/082660.json +++ b/landing/lenses/082660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -553,13 +553,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -578,8 +578,8 @@ "value": 1.8, "unit": "riskScore", "direction": "positive", - "weight": 15, - "contribution": 0.27, + "weight": 25, + "contribution": 0.45, "sourceRef": "axes.자본구조" }, { @@ -588,8 +588,8 @@ "value": 37.88, "unit": "riskScore", "direction": "positive", - "weight": 10, - "contribution": 3.79, + "weight": 15, + "contribution": 5.68, "sourceRef": "axes.사업안정성" }, { @@ -620,14 +620,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/082660/axes/채무상환능력", "status": "derived", - "detail": "위험점수 65.00, 가중치 30%" + "detail": "위험점수 65.00, 가중치 15%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/082660/axes/자본구조", "status": "derived", - "detail": "위험점수 1.80, 가중치 15%" + "detail": "위험점수 1.80, 가중치 25%" }, { "id": "credit.axis.유동성", @@ -648,7 +648,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/082660/axes/사업안정성", "status": "derived", - "detail": "위험점수 37.88, 가중치 10%" + "detail": "위험점수 37.88, 가중치 15%" }, { "id": "credit.axis.재무신뢰성", @@ -703,43 +703,43 @@ "gradeHistory": [ { "period": "2025", - "score": 30.77, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 25.91, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2024", - "score": 55.92, - "grade": "B", - "pdEstimate": 7.0 + "score": 54.34, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2023", - "score": 42.23, + "score": 44.22, "grade": "BB-", "pdEstimate": 2.5 }, { "period": "2022", - "score": 53.09, + "score": 54.35, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2021", - "score": 50.9, + "score": 54.83, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2020", - "score": 70.69, - "grade": "CCC", - "pdEstimate": 15.0 + "score": 78.97, + "grade": "CC", + "pdEstimate": 25.0 }, { "period": "2019", - "score": 51.58, + "score": 48.09, "grade": "B+", "pdEstimate": 4.0 } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -933,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082740.json b/landing/lenses/082740.json index a9e97e3bda533a7ac25c65e423757ad92de39e61..b7c1ee3d482418bf402e24db2d47bba8bc32c186 100644 --- a/landing/lenses/082740.json +++ b/landing/lenses/082740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -930,7 +930,7 @@ }, "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.12%). 최근 주가 하락이 반영된 결과", "D/EBITDA 22.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -947,14 +947,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1069,10 +1069,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,10 +1303,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1357,7 +1357,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082800.json b/landing/lenses/082800.json index 1c9f8e39c33da03a0462f80409ca695169564e74..de78249d1e0559216b265bd62fe6cef925f12353 100644 --- a/landing/lenses/082800.json +++ b/landing/lenses/082800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 51.20, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 48.96, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 51.2, + "score": 48.96, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 51.89, + "score": 49.51, "assumptions": { "scenarioStress": "moderate" } @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 29.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082850.json b/landing/lenses/082850.json index cfe8fe2cbf294e5e63fc2093a0fc8bb96196c183..2c2b256c21845b509ba4c43a617453a6c37531d2 100644 --- a/landing/lenses/082850.json +++ b/landing/lenses/082850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.55%). 최근 주가 하락이 반영된 결과", "D/EBITDA 51.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082920.json b/landing/lenses/082920.json index ed3a0be0ffd45fc0042989d50d11ede6b91e56e5..8042162a63387ab2caa5c394e28cbb41b35a7d1e 100644 --- a/landing/lenses/082920.json +++ b/landing/lenses/082920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1199,7 +1199,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1242,8 +1242,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1537,88 +1537,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b03a5644bb26", - "target": "082920", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/083310.json b/landing/lenses/083310.json index e3c0a3738f9b14a4784150bf9992689a86fe5cf5..c8b09fae879b6a7ab7e9e8b8704b97bc13b17737 100644 --- a/landing/lenses/083310.json +++ b/landing/lenses/083310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/083420.json b/landing/lenses/083420.json index cbd59d1535a510edfa27ec02d2951dd6785d48ad..9ef95f826be13b794821c8c2489936fabb16ca61 100644 --- a/landing/lenses/083420.json +++ b/landing/lenses/083420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1227,8 +1227,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,10 +1252,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083450.json b/landing/lenses/083450.json index a994d9ac28c86350fb3bb4d0197332c1c8128fe7..98c836f4d5df697b5b052a62907b7cb5dc25dd5d 100644 --- a/landing/lenses/083450.json +++ b/landing/lenses/083450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083470.json b/landing/lenses/083470.json index b8236ffa1ea8b240ac6ad974f6e9c2de5beeb026..1bb7fd6c15ed20e645e028da24c3795aac71f268 100644 --- a/landing/lenses/083470.json +++ b/landing/lenses/083470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083500.json b/landing/lenses/083500.json index a3b3b1a6114f09ceab1078b6e50620b8ceb2242b..508dbd4a641528e362335255a2cbf72f7e1d5113 100644 --- a/landing/lenses/083500.json +++ b/landing/lenses/083500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:651ef1eedc41", - "target": "083500", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.692 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/083550.json b/landing/lenses/083550.json index 858c240d8c53fe0a544eae455e30159465c2302f..379b68a3f8b8a3ac8c2230d75f8f6bae5e58b867 100644 --- a/landing/lenses/083550.json +++ b/landing/lenses/083550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083640.json b/landing/lenses/083640.json index 3cbc8949e737eada6693dda9dad237828391943e..9f02c0a999e57a2ede4a99d5a44e2d0c9437a9d8 100644 --- a/landing/lenses/083640.json +++ b/landing/lenses/083640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-20", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1216,8 +1216,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083650.json b/landing/lenses/083650.json index 22254d38cadacf20777e08208ae9d7cf0dbe6c13..780161f67147e380f23ed807c4e76b2c0fcf843b 100644 --- a/landing/lenses/083650.json +++ b/landing/lenses/083650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1247,8 +1247,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083660.json b/landing/lenses/083660.json index eaf50865b626e888d95bf1e2c962b8f07396c0ed..e95194e6ea274850dd7fec5c683a6b2f5a7f3923 100644 --- a/landing/lenses/083660.json +++ b/landing/lenses/083660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 66.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 70.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083790.json b/landing/lenses/083790.json index dceeb6f91327709d5037e97cf91b6117e92316ed..1345c5259066f4ae9882d66c7007a368b535c864 100644 --- a/landing/lenses/083790.json +++ b/landing/lenses/083790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,18 +547,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 50.65, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 48.52, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,14 +743,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 50.65, + "score": 48.52, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 51.27, + "score": 49.02, "assumptions": { "scenarioStress": "moderate" } @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 29.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1181,8 +1181,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083930.json b/landing/lenses/083930.json index 02596d0c56645d0af86b447f1b2045502d00d362..35548648d2e35c74b805d6f7fc4dcceddb6cf600 100644 --- a/landing/lenses/083930.json +++ b/landing/lenses/083930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084010.json b/landing/lenses/084010.json index 6bf4e73bf833baf4f2c610c84ec05b342221c812..a3785be1a777c0978e1d7944a66782d99a8eb2eb 100644 --- a/landing/lenses/084010.json +++ b/landing/lenses/084010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,6 +611,311 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "084010", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BBB+", + "summary": "dCR 위험점수 21.28, 전망 부정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 1.81, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.27, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 37.68, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 3.77, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 30.36, + "unit": "riskScore", + "direction": "negative", + "weight": 30, + "contribution": 9.11, + "sourceRef": "axes.채무상환능력" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/084010/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 보통 수준이다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/084010/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 소재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/084010/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 적정 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/084010/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/084010/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 30.36, 가중치 30%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/084010/axes/자본구조", + "status": "derived", + "detail": "위험점수 1.81, 가중치 15%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/084010/axes/유동성", + "status": "derived", + "detail": "위험점수 17.16, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/084010/axes/현금흐름", + "status": "derived", + "detail": "위험점수 25.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/084010/axes/사업안정성", + "status": "derived", + "detail": "위험점수 37.68, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/084010/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BBB+", + "score": 21.28, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB+", + "score": 21.57, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.사업안정성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 1.03, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2025", + "score": 30.16, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2024", + "score": 9.57, + "grade": "AA-", + "pdEstimate": 0.03 + }, + { + "period": "2023", + "score": 0.44, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2022", + "score": 0.92, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2021", + "score": 1.65, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2020", + "score": 2.38, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2019", + "score": 1.58, + "grade": "AAA", + "pdEstimate": 0.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.15, + "notchAdjustment": null, + "divergenceExplanation": [ + "사업안정성 축이 38점으로 등급 하방 압력", + "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -621,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -738,6 +1043,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "084010", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.711, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.15, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.711 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -748,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -769,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -893,7 +1378,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -904,9 +1389,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -951,9 +1438,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -970,8 +1459,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/084110.json b/landing/lenses/084110.json index 4778871a095e77d00375e1be60291e2f50032d23..a1a1bddafeb95fb2fae462efdc0761b379c17b17 100644 --- a/landing/lenses/084110.json +++ b/landing/lenses/084110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084180.json b/landing/lenses/084180.json index b2301c5baac22872a0b628c2780b44015a67bd15..b4385542104e18c89013d17b092ecf94027b0d95 100644 --- a/landing/lenses/084180.json +++ b/landing/lenses/084180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2018", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -553,13 +553,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ }, "divergenceExplanation": [ "유동성 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 85.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 93.02%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -864,14 +864,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -991,10 +991,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1192,8 +1192,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084370.json b/landing/lenses/084370.json index 137a0c540a3f872d9207b367edf6f87f2b68e62f..f9d034648d1534dc9496accb8f665a19c9ddc8ba 100644 --- a/landing/lenses/084370.json +++ b/landing/lenses/084370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1546,12 +1546,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2470ab330367", + "target": "084370", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.369 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/084440.json b/landing/lenses/084440.json index 50da59ff7984482ff9fca757de82b399512dd7a0..0565b5758319d96f12129fd6a279daa8ccb263a8 100644 --- a/landing/lenses/084440.json +++ b/landing/lenses/084440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -912,10 +912,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-08-27", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -945,8 +945,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -958,7 +958,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -978,8 +978,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-08-27", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -998,10 +998,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-08-27", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1036,7 +1036,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-27", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1092,10 +1092,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1113,8 +1113,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084650.json b/landing/lenses/084650.json index 660ca2aafe304cc9b72dec9f79e1cdb7854f041c..5bda53620ef216d82b898f8bfb435293bab00451 100644 --- a/landing/lenses/084650.json +++ b/landing/lenses/084650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-31", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-31", "period": "2025", "status": "derived", @@ -1056,7 +1056,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-31", "period": "2025", "status": "observed", @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1169,8 +1169,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084670.json b/landing/lenses/084670.json index 43b608949c42cdced2eda37c3f79b2f7c6d33ed5..ca6ac14104d61714c35024b9e5d117d5dff2597e 100644 --- a/landing/lenses/084670.json +++ b/landing/lenses/084670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4b9913e2a5a8", - "target": "084670", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/084680.json b/landing/lenses/084680.json index 8a218d63ce1a61f0e55f73593db1d57bc4a59f46..4d971bf56420dd1863deb1d026880e646a014ca5 100644 --- a/landing/lenses/084680.json +++ b/landing/lenses/084680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -222,7 +222,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -243,7 +243,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -279,7 +279,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -841,7 +841,7 @@ }, "divergenceExplanation": [ "유동성 축이 79점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 27.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.87%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-09", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-09", "period": null, "status": "derived", @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-09", "period": null, "status": "observed", @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1146,8 +1146,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084690.json b/landing/lenses/084690.json index b62732b6fbf071e45c1536123fe9ee4c28d58ea2..550e39356d75c598a076c0086c8554e84daf5af3 100644 --- a/landing/lenses/084690.json +++ b/landing/lenses/084690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,10 +989,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1104,8 +1104,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084730.json b/landing/lenses/084730.json index ada9b3bc2715802659811c6ddd287dbc3dddb727..7f812cc5b9e1c46bd7fe8969725a7a9aac7fa189 100644 --- a/landing/lenses/084730.json +++ b/landing/lenses/084730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:78df4aea03ff", + "target": "084730", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.417 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/084850.json b/landing/lenses/084850.json index 6ea123a98eea146b9a4ea25f3b2092ce621c6298..57be15ad303aad84024a4f44a73c8bf27fe30bb2 100644 --- a/landing/lenses/084850.json +++ b/landing/lenses/084850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -881,7 +881,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 612.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 678.64%). 최근 주가 하락이 반영된 결과", "D/EBITDA 44.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1057,7 +1057,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1225,8 +1225,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084870.json b/landing/lenses/084870.json index 73a70d46876a23de746b77ef810d75f716d36b2d..4d1c112befb391c519347d0b13e78dbc5bb647f9 100644 --- a/landing/lenses/084870.json +++ b/landing/lenses/084870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084990.json b/landing/lenses/084990.json index 2e4e293a9fc6ee0250b58d88806b5a4ce340e7dc..557c8f9b74c9d7251e0b101b4f8f4d82f54e2ddd 100644 --- a/landing/lenses/084990.json +++ b/landing/lenses/084990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2022", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,8 +1104,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,88 +1313,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9bfd8b1ab56c", - "target": "084990", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.709 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/085310.json b/landing/lenses/085310.json index 9047fc75d1b5462f877ccd206e45836cb2e8f3db..742b69c79f5b2f9b92e7fd6b94c2139bd93441b5 100644 --- a/landing/lenses/085310.json +++ b/landing/lenses/085310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085620.json b/landing/lenses/085620.json index 91bf7d8329de2ed949612d31d5c4a964ae4f9814..6956dbb4b737915c98fcf3636f9402d00f172b3e 100644 --- a/landing/lenses/085620.json +++ b/landing/lenses/085620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -691,8 +691,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -804,8 +804,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085660.json b/landing/lenses/085660.json index 6d48591700531b490b2b26db02c154d55e19c129..f8c5e9bc2adfdd30b75e06eb6e2d6acde8b05cfc 100644 --- a/landing/lenses/085660.json +++ b/landing/lenses/085660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085670.json b/landing/lenses/085670.json index 5454157c04ae3cd9c3a25fd3c84ecf327067568c..591e66da00c22e6482b619afe821551d131cd8bc 100644 --- a/landing/lenses/085670.json +++ b/landing/lenses/085670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085810.json b/landing/lenses/085810.json index c5ac7ecaca95963824ee79925c6de4da247db4c4..6582d7f10bcd4334989081615a57bd62b0ec91e1 100644 --- a/landing/lenses/085810.json +++ b/landing/lenses/085810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -152,7 +152,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -388,13 +388,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -606,14 +606,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -766,7 +766,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -779,7 +779,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -799,8 +799,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -821,8 +821,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -832,7 +832,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -857,7 +857,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -934,8 +934,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -955,7 +955,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -963,7 +963,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1194,7 +1194,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1212,15 +1212,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/085910.json b/landing/lenses/085910.json index 31d86b30e39af9dae4960f3777f4361e51266ade..3d0b2027f04fb6ca5b466734ee33d0271d4965f7 100644 --- a/landing/lenses/085910.json +++ b/landing/lenses/085910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086040.json b/landing/lenses/086040.json index 5de845d87eddd944a88ccf538f7615cb15d39dec..c493895531e297dfc4a15e303c4959d54edf002d 100644 --- a/landing/lenses/086040.json +++ b/landing/lenses/086040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 27.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 28.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086060.json b/landing/lenses/086060.json index 50b77995f62d64a75c1570110a27400c95837372..1b80180c000f821f8e9766e5af82d6c24a2b9cc0 100644 --- a/landing/lenses/086060.json +++ b/landing/lenses/086060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 13.17, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 10.86, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 13.17, + "grade": "dCR-A+", + "score": 10.86, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 13.67, + "grade": "dCR-A+", + "score": 11.34, "assumptions": { "scenarioStress": "moderate" } @@ -908,10 +908,9 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086220.json b/landing/lenses/086220.json index 09854c756a70f54480406b65a909b946e1cae664..0a0a76076ea9168a18f03ec8c55f55e80a02731e 100644 --- a/landing/lenses/086220.json +++ b/landing/lenses/086220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -46,10 +46,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -368,10 +368,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -400,8 +400,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -420,8 +420,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -440,7 +440,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -529,8 +529,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -550,7 +550,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -558,7 +558,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086280.json b/landing/lenses/086280.json index a744cfc614f9ea6945773164328d7fd7d86f0965..c7aad2dbae9979bbe1f275bd096f297d5740722e 100644 --- a/landing/lenses/086280.json +++ b/landing/lenses/086280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086390.json b/landing/lenses/086390.json index f5af2822acdb615033f9ef8208bda235fe14a7db..f9cbb3f21f769b08e7b5771f9fd8671f9b1d1438 100644 --- a/landing/lenses/086390.json +++ b/landing/lenses/086390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086450.json b/landing/lenses/086450.json index 8431716d9893e4f5346f3a8820e081c8a137e974..1687e211a73eb050db2a3abb323a1471eeb0da41 100644 --- a/landing/lenses/086450.json +++ b/landing/lenses/086450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,6 +610,310 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "086450", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-A+", + "summary": "dCR 위험점수 10.46, 전망 부정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 2.33, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 0.47, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 37.14, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 5.57, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 18.62, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 1.86, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/086450/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/086450/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 건강관리 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/086450/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/086450/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/086450/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 4.59, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/086450/axes/자본구조", + "status": "derived", + "detail": "위험점수 2.33, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/086450/axes/유동성", + "status": "derived", + "detail": "위험점수 37.14, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/086450/axes/현금흐름", + "status": "derived", + "detail": "위험점수 17.50, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/086450/axes/사업안정성", + "status": "derived", + "detail": "위험점수 18.62, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/086450/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-A+", + "score": 10.46, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-A+", + "score": 12.42, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 4.14, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2025", + "score": 5.23, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2024", + "score": 5.18, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2023", + "score": 10.1, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2022", + "score": 8.68, + "grade": "AA-", + "pdEstimate": 0.03 + }, + { + "period": "2021", + "score": 5.23, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2020", + "score": 3.22, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2019", + "score": 2.0, + "grade": "AAA", + "pdEstimate": 0.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.04, + "notchAdjustment": null, + "divergenceExplanation": [ + "유동성 축이 37점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -620,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -737,6 +1041,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "086450", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.75, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.065, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.5, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.75 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "confirmation" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "inconclusive" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "confirmation" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -747,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -768,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -789,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -797,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -892,7 +1376,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -903,9 +1387,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=SourceUnavailableError, yahooChart=SourceUnavailableError, naverGlobal=SourceUnavailableError, fmp=SourceUnavailable" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -950,9 +1436,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -969,8 +1457,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/086520.json b/landing/lenses/086520.json index 66f6cfc375d13dfc30c2e8a1934003cc56778328..4dffb101f1ef1c59e32bad403793ee619bd4399f 100644 --- a/landing/lenses/086520.json +++ b/landing/lenses/086520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 30.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.96, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 30.19, + "score": 31.96, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 30.92, + "grade": "dCR-BBB+", + "score": 32.58, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -933,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1106,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1261,8 +1266,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1300,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086670.json b/landing/lenses/086670.json index a907bf9760f083d5e18eca617dae77bacab611a1..4c2f3b0ded5fd9278a40660514f4027453df7da9 100644 --- a/landing/lenses/086670.json +++ b/landing/lenses/086670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086710.json b/landing/lenses/086710.json index cc808a35294aa265459a02df6dd08a1e1621af36..90d226fb5b011f333d8943ca07865dfeb874a689 100644 --- a/landing/lenses/086710.json +++ b/landing/lenses/086710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,7 +863,7 @@ "divergenceExplanation": [ "채무상환능력 축이 31점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.53%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1207,8 +1207,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086790.json b/landing/lenses/086790.json index 38fd154eba03ab2a927664f3a0464a213bdf4905..fb4acf16b9355d1485b230cf8d41920e7e28db6c 100644 --- a/landing/lenses/086790.json +++ b/landing/lenses/086790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -340,14 +340,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -467,10 +467,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -486,8 +486,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -499,8 +499,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -517,10 +517,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -530,7 +530,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -539,7 +539,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -628,8 +628,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -657,7 +657,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086820.json b/landing/lenses/086820.json index 4bd8393077d016aecc9bc01b64abe8bfbf5c5f07..040d144a6580551394a114bbd47dfffdf1d76b0a 100644 --- a/landing/lenses/086820.json +++ b/landing/lenses/086820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,7 +827,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.20%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1042,7 +1042,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1110,10 +1110,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1131,8 +1131,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086890.json b/landing/lenses/086890.json index 12a97677d23b35deedabadf6e33fdb3dcee93a42..317168158e2ac63e224908ae39a3e253c819a0ce 100644 --- a/landing/lenses/086890.json +++ b/landing/lenses/086890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1018,8 +1018,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1058,7 +1058,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1126,10 +1126,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1147,8 +1147,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086900.json b/landing/lenses/086900.json index 0047261431252952acae7ebdc525eaf95c62695c..28f010f7e860ca87b1a6d31807af26ff5fe46e49 100644 --- a/landing/lenses/086900.json +++ b/landing/lenses/086900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086960.json b/landing/lenses/086960.json index ef44055e175b89bbe874d3c1917bf7f1259ba32e..fbcecb33a32d217a729e4d56a41f7315ca376dcc 100644 --- a/landing/lenses/086960.json +++ b/landing/lenses/086960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/086980.json b/landing/lenses/086980.json index 077db0c509c1de524f7b8a2779b317144d923962..b84e0effbeb0eadd68f74f1f4d47685206730c9b 100644 --- a/landing/lenses/086980.json +++ b/landing/lenses/086980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1002,7 +1002,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1170,8 +1170,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/087010.json b/landing/lenses/087010.json index 6865cf7f212af4c8a6007227cdedeb1b6bd873ea..74418c710c21025fdb118a439ba850c2fe4ec339 100644 --- a/landing/lenses/087010.json +++ b/landing/lenses/087010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -554,13 +554,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -845,7 +845,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1148,8 +1148,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/087260.json b/landing/lenses/087260.json index 22458ab1c22cc6b21a190233ff1f2a8e088ffec3..3e00ee22817ec2b61c4a4f9b9f9551a2dda6673f 100644 --- a/landing/lenses/087260.json +++ b/landing/lenses/087260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-20", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-20", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/087600.json b/landing/lenses/087600.json index 4893258fdf4f7d22ee2713648bf12d03e40fdaa4..938c26a80649de8a901946735a5d1d7ddb556f4d 100644 --- a/landing/lenses/087600.json +++ b/landing/lenses/087600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 7.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 7.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1215,8 +1215,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088130.json b/landing/lenses/088130.json index d275957f6dbdfb8aa2adf875d1e71f0046779e13..23d12b0733c0c84ccc15e8aaf0f12800ec99d513 100644 --- a/landing/lenses/088130.json +++ b/landing/lenses/088130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088260.json b/landing/lenses/088260.json index 80cbaf96449c7fcc5c1ce9c8cf1693653686b8e7..8d39af562509630af227a6c64034eea81ed7dec3 100644 --- a/landing/lenses/088260.json +++ b/landing/lenses/088260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -245,14 +245,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -367,19 +367,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -393,8 +393,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -406,7 +406,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -426,8 +426,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -438,17 +438,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -458,7 +458,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -475,7 +475,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -509,13 +509,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -524,7 +524,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -537,10 +537,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -583,10 +583,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -601,10 +601,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -655,7 +655,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088280.json b/landing/lenses/088280.json index 2cc02767c1a0aa640e32346ac66f8d464b2ba8b9..721e3ae5e4dab005c256d69af7440c1d8afa2fab 100644 --- a/landing/lenses/088280.json +++ b/landing/lenses/088280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -565,7 +565,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -707,8 +707,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088290.json b/landing/lenses/088290.json index 90a57de2cec8b0bc2e02e3fdf7515dd87b397e90..f687793fbe1ab73c9d8c9d4e76382c5c4aa09dfe 100644 --- a/landing/lenses/088290.json +++ b/landing/lenses/088290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1224,8 +1224,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,10 +1240,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1258,10 +1258,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088340.json b/landing/lenses/088340.json index decd69901ec8095ebebc250ea3f9175c5a55820f..2498ab02057dd1404fe16cda64f3612afd43d5b3 100644 --- a/landing/lenses/088340.json +++ b/landing/lenses/088340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -300,18 +300,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 41.06, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 40.85, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -495,14 +495,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 41.06, + "score": 40.85, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 41.72, + "score": 41.38, "assumptions": { "scenarioStress": "moderate" } @@ -554,7 +554,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 28.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -569,14 +569,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -696,19 +696,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -729,8 +729,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -742,7 +742,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -762,8 +762,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -775,17 +775,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -820,7 +820,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -854,7 +854,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -863,7 +863,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -897,8 +897,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -926,7 +926,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1118,12 +1118,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:365af4d644ad", + "target": "088340", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/088350.json b/landing/lenses/088350.json index 37416859289a10646c08374a3659d38bfce5982b..7a04b190338f0f59073ab58f54c2548d665d5d5e 100644 --- a/landing/lenses/088350.json +++ b/landing/lenses/088350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -360,13 +360,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -548,14 +548,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -703,7 +703,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -871,8 +871,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -896,10 +896,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -914,10 +914,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -928,7 +928,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -952,7 +952,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -968,7 +968,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088390.json b/landing/lenses/088390.json index 3a679ebbcfc03c99eaa5ac893bb3161b1dcbcd60..05508bc16ac1a934974673f29dd7a1f0c387dd2b 100644 --- a/landing/lenses/088390.json +++ b/landing/lenses/088390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1302,10 +1302,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1356,7 +1356,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088790.json b/landing/lenses/088790.json index 7b3024868b686b2293be90c0673568f41551cb53..6a6fe8f996b06083fe289d5f0e519c410e0fce47 100644 --- a/landing/lenses/088790.json +++ b/landing/lenses/088790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088800.json b/landing/lenses/088800.json index 247ed09f17930ae71e7b525fc3ced74df2a2e57c..9cef903b05e6522aee9c98f7dbd77a3cb0cbff49 100644 --- a/landing/lenses/088800.json +++ b/landing/lenses/088800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-B", - "summary": "dCR 위험점수 58.97, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 55.18, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-B", - "score": 58.97, + "score": 55.18, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 60.0, + "score": 56.0, "assumptions": { "scenarioStress": "moderate" } @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 23.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088910.json b/landing/lenses/088910.json index e15c5aad1c6e747207967c843df827ea8790c7ae..f8d47c5bdfa89619cbefd9e3773859777d569521 100644 --- a/landing/lenses/088910.json +++ b/landing/lenses/088910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.29%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1567,7 +1567,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1589,7 +1589,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1607,8 +1607,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/088980.json b/landing/lenses/088980.json index 84c4f7b46feb9d69a9cee9e63fb2cd2633613360..decb29898cdaa3b36609ecac54f6e5c15bfeb759 100644 --- a/landing/lenses/088980.json +++ b/landing/lenses/088980.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/3개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/3개를 확인했습니다." }, "confidence": { "level": "medium", @@ -480,8 +480,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/089010.json b/landing/lenses/089010.json index ccdb90658a1e22fdfb1c926e250227ac6cecfa65..34e83a14845794a1841c5f571ee2c8b929a1ed0c 100644 --- a/landing/lenses/089010.json +++ b/landing/lenses/089010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,6 +611,317 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "089010", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BB-", + "summary": "dCR 위험점수 48.48, 전망 안정적, 유효 축 가중치 85.0%입니다." + }, + "confidence": { + "level": "medium", + "score": 85.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 17.33, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 1.73, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 42.62, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 6.39, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 46.77, + "unit": "riskScore", + "direction": "negative", + "weight": 30, + "contribution": 14.03, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 45.79, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 6.87, + "sourceRef": "axes.자본구조" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 과도한 부채로 구조적 위험이 존재한다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/089010/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 보통 수준이다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/089010/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 소재 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/089010/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/089010/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/089010/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 46.77, 가중치 30%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/089010/axes/자본구조", + "status": "derived", + "detail": "위험점수 45.79, 가중치 15%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/089010/axes/유동성", + "status": "derived", + "detail": "위험점수 42.62, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/089010/axes/현금흐름", + "status": "derived", + "detail": "위험점수 43.73, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/089010/axes/사업안정성", + "status": "derived", + "detail": "위험점수 17.33, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BB-", + "score": 48.48, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BB-", + "score": 49.46, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 53.7, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2025", + "score": 58.62, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2024", + "score": 38.85, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2023", + "score": 42.7, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2022", + "score": 45.43, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2021", + "score": 39.89, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2020", + "score": 43.68, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2019", + "score": 36.4, + "grade": "BB+", + "pdEstimate": 0.75 + } + ], + "coverage": { + "validAxes": 5, + "totalAxes": 7, + "validWeight": 85.0, + "totalWeight": 100.0, + "weightCoverage": 85.0 + }, + "eCR": "eCR-4", + "pdEstimate": 2.5, + "notchAdjustment": { + "totalNotch": 1, + "reasons": [ + "CAPEX집약 OCF양수 (투자 사이클)" + ] + }, + "divergenceExplanation": [ + "채무상환능력 축이 47점으로 등급 하방 압력", + "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 10.78%). 최근 주가 하락이 반영된 결과", + "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -621,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -738,6 +1049,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "089010", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.504, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.08, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.5, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.504 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "overOptimism" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "overOptimism" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -748,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -769,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -803,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -817,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -825,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -833,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -849,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1012,7 +1503,8 @@ } }, "statusCounts": { - "partial": 3 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -1023,9 +1515,18 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -1070,9 +1571,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.fx-export-revenue.companyEvidence", @@ -1106,12 +1609,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:45ab626afd29", + "target": "089010", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.504 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/089030.json b/landing/lenses/089030.json index b65e209688b6eb19f2a17319a0d26fa7f4e0b29c..e29a9e3858170bc4fcc5c3373267253eaf2e9062 100644 --- a/landing/lenses/089030.json +++ b/landing/lenses/089030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089140.json b/landing/lenses/089140.json index 95c9cb71a9fe7d12bb785dcb3e1a0c7269759deb..b0dbf32a1a853243ffeb9bf2c0331e3f2be35ec1 100644 --- a/landing/lenses/089140.json +++ b/landing/lenses/089140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089150.json b/landing/lenses/089150.json index 1c2b3dd99949c878f665932f2b04bd3861517c51..bdf24eefe20e4c480c57fd0a18af9b34946778fc 100644 --- a/landing/lenses/089150.json +++ b/landing/lenses/089150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1218,8 +1218,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089230.json b/landing/lenses/089230.json index df37aefdeaa25686fb88c1392bd614ab1b5ab012..3f040e21916775f9cad7c1b1b52b791e0875826e 100644 --- a/landing/lenses/089230.json +++ b/landing/lenses/089230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089470.json b/landing/lenses/089470.json index 7eb96195c16e40911ecf30d24d6b8cc31567b23d..93e54dadf10d7033b2537ce0fbf57c5a7294534a 100644 --- a/landing/lenses/089470.json +++ b/landing/lenses/089470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -616,13 +616,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089590.json b/landing/lenses/089590.json index c820ecae127654f9721ee410c2fc197ef05f1bfc..f68a5488f9a5e6b7dce96d06e4248299725bcce1 100644 --- a/landing/lenses/089590.json +++ b/landing/lenses/089590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,8 +1465,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/089600.json b/landing/lenses/089600.json index adcbaf7871130f41a31baae364166af5d3f20fe3..caab866ed61a33516e052c78a86bd4692f907346 100644 --- a/landing/lenses/089600.json +++ b/landing/lenses/089600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089790.json b/landing/lenses/089790.json index 1946039e4e1d217463d3ee724d213159d0048fed..12669b091d99925d4fa76299a89d0a981eeeef39 100644 --- a/landing/lenses/089790.json +++ b/landing/lenses/089790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1560,7 +1560,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1582,7 +1582,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1600,15 +1600,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/089850.json b/landing/lenses/089850.json index 5914d6467b6440c7dc66154451e110de60f6bab6..95c06f0dc247a961874e021e54595bc84b5afe96 100644 --- a/landing/lenses/089850.json +++ b/landing/lenses/089850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/089860.json b/landing/lenses/089860.json index 2c07ca5f8764de9c67559e57dbb9434684ae38aa..f29bb4278b8c72d68ab31c7f948dc911ac04af70 100644 --- a/landing/lenses/089860.json +++ b/landing/lenses/089860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -567,13 +567,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,7 +692,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1183,8 +1183,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,10 +1208,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1226,10 +1226,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089970.json b/landing/lenses/089970.json index 739cd4aeb11d39a4c38836c134ea5410fe6f6321..b8e503117c42270af384a46e367abab573088ac1 100644 --- a/landing/lenses/089970.json +++ b/landing/lenses/089970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1031,19 +1031,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1064,8 +1064,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1110,17 +1110,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1189,7 +1189,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1198,7 +1198,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1232,8 +1232,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1437,8 +1437,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/089980.json b/landing/lenses/089980.json index 9fd0a2c03d95443136bbe96d98e10a0b85802733..f0d2091bee33253e6b12c505a1f66af2f494b317 100644 --- a/landing/lenses/089980.json +++ b/landing/lenses/089980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 36.17, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 33.92, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 36.17, + "score": 33.92, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 37.18, + "grade": "dCR-BBB-", + "score": 34.93, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -936,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1109,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1187,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1264,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090080.json b/landing/lenses/090080.json index c1d93ef4de9e50f8de45fa0faf1eb86ef0815c3e..baa7c2774818190be92501eae5b43978194547dd 100644 --- a/landing/lenses/090080.json +++ b/landing/lenses/090080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090120.json b/landing/lenses/090120.json index 00ceea02e0da08b779d22f525faa3a7898a438d6..31432424e669e94f855928cfaab48766893825da 100644 --- a/landing/lenses/090120.json +++ b/landing/lenses/090120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090150.json b/landing/lenses/090150.json index b316c95b8ea2c1e267766c81348e3a0b3cda524a..1110c0220cff14638f1c958d1647dfc505f65bb8 100644 --- a/landing/lenses/090150.json +++ b/landing/lenses/090150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090350.json b/landing/lenses/090350.json index adc3f0424998a4679e30971ecd16708964bb0d57..a8bdcb88a015ddacce7044742bbbbeb2acddb7bf 100644 --- a/landing/lenses/090350.json +++ b/landing/lenses/090350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090360.json b/landing/lenses/090360.json index f174c21d2107d882a37442adb19fe197c00b0db1..c5c5fadc26cc770fc9ed7b2451de4f8587815841 100644 --- a/landing/lenses/090360.json +++ b/landing/lenses/090360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1170,8 +1170,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1379,12 +1379,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5a1fdaf28705", + "target": "090360", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/090370.json b/landing/lenses/090370.json index beaf92a0805872ed08aa44dbfc4d353e08dceaa9..735d976de5439550aeb8e1fff00c1ca849e5f1da 100644 --- a/landing/lenses/090370.json +++ b/landing/lenses/090370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1180,8 +1180,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090410.json b/landing/lenses/090410.json index 733225c008e10d590372de739a9387204d6f8b0e..3db0b7a27fc9a993cf7662d10b5668dda951b479 100644 --- a/landing/lenses/090410.json +++ b/landing/lenses/090410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 11.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 11.62%). 최근 주가 하락이 반영된 결과", "D/EBITDA 646.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090430.json b/landing/lenses/090430.json index 1a607dc4dbc18ace2aee618ad3e67b8227cbdf9b..abe36e806154a94a046598aa69125451b157c7eb 100644 --- a/landing/lenses/090430.json +++ b/landing/lenses/090430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090460.json b/landing/lenses/090460.json index 342c7d1c7ddb82b941bcbbff0b9f39877f59d97b..439d83aa6202879d5a851e8614b98339e1db6b6c 100644 --- a/landing/lenses/090460.json +++ b/landing/lenses/090460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/090470.json b/landing/lenses/090470.json index 623d7a5678817fc99d6d167e5aca867ba045ef77..edda933c5f9aa1318e49f4bfa4a1139d1524168b 100644 --- a/landing/lenses/090470.json +++ b/landing/lenses/090470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 36.79, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 39.04, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 36.79, + "grade": "dCR-BB", + "score": 39.04, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 37.24, + "score": 39.49, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -912,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", @@ -931,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090710.json b/landing/lenses/090710.json index b4c5ced2d7c3143d32bf65617d174e966368d97b..0cc4a1b458aa0130fa5ab6a37d5b1674dd19fc5d 100644 --- a/landing/lenses/090710.json +++ b/landing/lenses/090710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -537,6 +537,311 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "090710", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BB", + "summary": "dCR 위험점수 37.87, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 4.31, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 0.86, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 63.74, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 15.94, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 56.37, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 8.46, + "sourceRef": "axes.현금흐름" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/090710/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/090710/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/090710/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/090710/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/090710/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 63.74, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/090710/axes/자본구조", + "status": "derived", + "detail": "위험점수 4.31, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/090710/axes/유동성", + "status": "derived", + "detail": "위험점수 38.65, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/090710/axes/현금흐름", + "status": "derived", + "detail": "위험점수 56.37, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/090710/axes/사업안정성", + "status": "derived", + "detail": "위험점수 45.00, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/090710/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BB", + "score": 37.87, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BB", + "score": 38.2, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 3.33, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2025", + "score": 40.97, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2024", + "score": 49.61, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2023", + "score": 23.02, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2022", + "score": 40.39, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2021", + "score": 41.52, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2020", + "score": 46.79, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2019", + "score": 30.33, + "grade": "BBB-", + "pdEstimate": 0.4 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-6", + "pdEstimate": 1.5, + "notchAdjustment": null, + "divergenceExplanation": [ + "채무상환능력 축이 64점으로 등급 하방 압력", + "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -547,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -664,6 +969,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "090710", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.85, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.545, + "direction": "negative", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.85 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -674,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -695,8 +1180,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -819,7 +1304,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -830,9 +1315,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -877,9 +1364,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -896,8 +1385,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/090740.json b/landing/lenses/090740.json index c9d87f0b34ff4d0574ec1ac797e605bfe5379b5a..b6caa24ab49fcf2476906c74e0e73cde14d6aa02 100644 --- a/landing/lenses/090740.json +++ b/landing/lenses/090740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2021", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1143,8 +1143,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,10 +1168,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1186,10 +1186,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090850.json b/landing/lenses/090850.json index 2080bcee3a41986b915f376715e17614737dedb6..41a562e92ff67994b223f127aa1838f93e390e31 100644 --- a/landing/lenses/090850.json +++ b/landing/lenses/090850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1664,12 +1664,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1d1c8594ae5e", + "target": "090850", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/091090.json b/landing/lenses/091090.json index 010bce12af6c99d1ed20b435df1e652a99ad2028..753f7fb166cd9ea5c4ac7a280d0095ffc2206e25 100644 --- a/landing/lenses/091090.json +++ b/landing/lenses/091090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-10-24", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-10-24", "period": "2025", "status": "derived", @@ -1134,7 +1134,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-10-24", "period": "2025", "status": "observed", @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1247,8 +1247,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091120.json b/landing/lenses/091120.json index f95e87df503907c035a0b5acda744c5ccc6ed0c7..105010e5cb3c935c475a7e7101774e08a03a35a2 100644 --- a/landing/lenses/091120.json +++ b/landing/lenses/091120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 19.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 17.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/091340.json b/landing/lenses/091340.json index 69ae7adf32d5f79edc0fe932b9989cca4b84e3ee..93affce974b2f8ccd5853dd75a3269c46ac96793 100644 --- a/landing/lenses/091340.json +++ b/landing/lenses/091340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,10 +1266,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091440.json b/landing/lenses/091440.json index 270f28cf50ef4a15c77af62cd62d45c7c501896b..11011a33c755c40ddf8806b2d14e72cb8105f6dd 100644 --- a/landing/lenses/091440.json +++ b/landing/lenses/091440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091580.json b/landing/lenses/091580.json index 2b44706438485ab3a738690d97cf0eae29e35f96..955f79ca1ab19826c86f2f878e15a9108756541d 100644 --- a/landing/lenses/091580.json +++ b/landing/lenses/091580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091590.json b/landing/lenses/091590.json index 522c1fe55720c896da4dc440747eee66e10f9db3..d00906b04f54ff6c7e9064438b7428aa075a5f58 100644 --- a/landing/lenses/091590.json +++ b/landing/lenses/091590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091700.json b/landing/lenses/091700.json index b3ffb347c922bf012d629ddec6eccfa5e9952af4..9a04252b36f693a3ca1f00707050640461c8080c 100644 --- a/landing/lenses/091700.json +++ b/landing/lenses/091700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091810.json b/landing/lenses/091810.json index 87650f86f413b0ed3dc8b8ba3cd25093c7c040e2..50a14e03a74e59cc73d8b83dd69db873c5112978 100644 --- a/landing/lenses/091810.json +++ b/landing/lenses/091810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 185.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 186.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1170,8 +1170,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091970.json b/landing/lenses/091970.json index 8696abc1ae884bc6b9682bbdf96d21f7c4918cd7..b3e23551d78cec6121b65265cb95671cfcadd906 100644 --- a/landing/lenses/091970.json +++ b/landing/lenses/091970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092040.json b/landing/lenses/092040.json index 1521d9591d79069e58077f314650ff73e465dd89..cfd4ef87e027cfdc45ca95307dd6df5281213285 100644 --- a/landing/lenses/092040.json +++ b/landing/lenses/092040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 264.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 264.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092070.json b/landing/lenses/092070.json index f30e2c6039d6b162a589b266f8a18ec3d0b511e1..62658e5665eb979c56cf87625dc542a1d49cbf8d 100644 --- a/landing/lenses/092070.json +++ b/landing/lenses/092070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1068,19 +1068,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092130.json b/landing/lenses/092130.json index 56ee07b67b4b3e38851b2a8862ea98ddce2f8139..940a62753952f1389a91b11f0bb89efec9157696 100644 --- a/landing/lenses/092130.json +++ b/landing/lenses/092130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092190.json b/landing/lenses/092190.json index a14b421c5d1c1d140f7e04dc01d996ce3d8d615a..f385d2eac6716c73d32a2fbbdfaee78d0d378331 100644 --- a/landing/lenses/092190.json +++ b/landing/lenses/092190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1024,19 +1024,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1057,8 +1057,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1103,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1182,7 +1182,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1191,7 +1191,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1225,8 +1225,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1426,12 +1426,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ae04456b21ed", + "target": "092190", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.204 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092200.json b/landing/lenses/092200.json index 9e5f6b61caba2c6b99352c074486def4c05f1956..b87ab81d08208e568c49cca0b5e09b0e95ac246d 100644 --- a/landing/lenses/092200.json +++ b/landing/lenses/092200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:20c85d32cb1c", + "target": "092200", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.437 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092220.json b/landing/lenses/092220.json index ad2c0efd178f1cfa872a908473c3535ebdb4dfcf..e0156cccfd1f37b72d79da7d28841ee97ed5973b 100644 --- a/landing/lenses/092220.json +++ b/landing/lenses/092220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,15 +1060,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1556,12 +1556,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:03ec08eadbfd", + "target": "092220", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.543 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092230.json b/landing/lenses/092230.json index 4fdff98d7c04b75c5aaa06c2026176b82c5b7e0b..2a876af2858007e29ebfbb805fec69421622851b 100644 --- a/landing/lenses/092230.json +++ b/landing/lenses/092230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092300.json b/landing/lenses/092300.json index 1761655898b501453a4198ddb37c627b148119de..e455c5e7b3496322506b866e4401fdc80dc8db21 100644 --- a/landing/lenses/092300.json +++ b/landing/lenses/092300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/092440.json b/landing/lenses/092440.json index d63b23310f8edb9eed9a469f86c299add4f10668..68c6ebac0065bd64001d9580afb3d252775405b7 100644 --- a/landing/lenses/092440.json +++ b/landing/lenses/092440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1199,7 +1199,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1242,8 +1242,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092460.json b/landing/lenses/092460.json index 2928d2713e3fd0ac77c9925cefd33d51f81a2ff6..6d68cc19c1d8b411fdb23158365aad3c296605d7 100644 --- a/landing/lenses/092460.json +++ b/landing/lenses/092460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1548,12 +1548,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d780cdad8a6f", + "target": "092460", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092600.json b/landing/lenses/092600.json index 1724a91baa25b0d43f2b0d7fb9acb3d72b731d81..9668913493145642e09991a2557aa767acac87da 100644 --- a/landing/lenses/092600.json +++ b/landing/lenses/092600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -548,18 +548,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 37.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 34.77, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,15 +743,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 37.02, + "grade": "dCR-BBB", + "score": 34.77, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 37.59, + "grade": "dCR-BBB", + "score": 35.34, "assumptions": { "scenarioStress": "moderate" } @@ -834,7 +834,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -986,19 +986,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1019,8 +1019,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,17 +1065,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1085,7 +1085,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1110,7 +1110,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1138,13 +1138,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1153,7 +1153,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1187,8 +1187,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,10 +1212,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092730.json b/landing/lenses/092730.json index 089c9ab974af11015876197f3e261bba39df8f6a..6b5ac72e158875c95bc90a97f4541360f434aa43 100644 --- a/landing/lenses/092730.json +++ b/landing/lenses/092730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092780.json b/landing/lenses/092780.json index 8ca26f6e2823a8d1ddef83a6110ab9f28857e151..185ae0ca309e419429023126c8df7fdc0e2085f5 100644 --- a/landing/lenses/092780.json +++ b/landing/lenses/092780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -599,6 +599,313 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "092780", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BB-", + "summary": "dCR 위험점수 46.07, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 20.87, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 2.09, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 62.91, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 15.73, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 46.28, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 6.94, + "sourceRef": "axes.현금흐름" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 레버리지 부담이 있다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/092780/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/092780/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 경기관련소비재 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/092780/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/092780/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/092780/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 62.91, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/092780/axes/자본구조", + "status": "derived", + "detail": "위험점수 42.63, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/092780/axes/유동성", + "status": "derived", + "detail": "위험점수 40.55, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/092780/axes/현금흐름", + "status": "derived", + "detail": "위험점수 46.28, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/092780/axes/사업안정성", + "status": "derived", + "detail": "위험점수 20.87, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/092780/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BB-", + "score": 46.07, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BB-", + "score": 47.22, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 24.3, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2025", + "score": 45.97, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2024", + "score": 41.59, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2023", + "score": 29.75, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2022", + "score": 43.87, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2021", + "score": 42.98, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2020", + "score": 57.14, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2019", + "score": 31.99, + "grade": "BBB-", + "pdEstimate": 0.4 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-5", + "pdEstimate": 2.5, + "notchAdjustment": null, + "divergenceExplanation": [ + "채무상환능력 축이 63점으로 등급 하방 압력", + "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 11.36%). 최근 주가 하락이 반영된 결과", + "D/EBITDA 10.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -609,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -726,6 +1033,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "092780", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.5, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.005, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -736,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -757,8 +1244,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -773,10 +1260,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -791,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -805,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -813,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -821,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -837,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1000,7 +1487,8 @@ } }, "statusCounts": { - "partial": 3 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -1011,9 +1499,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -1058,9 +1548,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.fx-export-revenue.companyEvidence", @@ -1098,8 +1590,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092790.json b/landing/lenses/092790.json index 5d48ac62a0fb203a07aa017527608c9e7e65fd68..b1cc8ec48d29464e0a17ecd88bbaf88487403909 100644 --- a/landing/lenses/092790.json +++ b/landing/lenses/092790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,7 +814,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -956,19 +956,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -989,8 +989,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,17 +1035,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1114,7 +1114,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1123,7 +1123,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1157,8 +1157,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1365,12 +1365,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b6e643442b6d", + "target": "092790", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.614 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092870.json b/landing/lenses/092870.json index e992b93d72131eabe8e8178909236ec1284d4747..37fa2d57ac410266ea34073279ace937152cd741 100644 --- a/landing/lenses/092870.json +++ b/landing/lenses/092870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1213,13 +1213,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1262,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093050.json b/landing/lenses/093050.json index e96083297f09361dc2fbd4a3c4a461d1f7e46ae8..9cc2b26c37475a16ad51e206bbb896f6a89d73ac 100644 --- a/landing/lenses/093050.json +++ b/landing/lenses/093050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/093190.json b/landing/lenses/093190.json index 9877f63d1d747aded30ad5124ac0195a3465ed95..f2fd2cb499192b7133f144f412db0221c99f2292 100644 --- a/landing/lenses/093190.json +++ b/landing/lenses/093190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093230.json b/landing/lenses/093230.json index 9a4b255ae5a9c29c06da938c05ac0b9f38fe7fda..f07ee51d005e9150960eaddad143d1d72f2c1b78 100644 --- a/landing/lenses/093230.json +++ b/landing/lenses/093230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093240.json b/landing/lenses/093240.json index d7fc44093cfda371ebc5118a5183bd1642818f25..c510e55437b30c4f1dce2e741d4dcea62b0ff1b2 100644 --- a/landing/lenses/093240.json +++ b/landing/lenses/093240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -894,7 +894,7 @@ "divergenceExplanation": [ "채무상환능력 축이 56점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -909,14 +909,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1036,10 +1036,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1216,10 +1216,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1237,8 +1237,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,10 +1262,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093320.json b/landing/lenses/093320.json index ae7849d98307363668e7908d9dda909f72b00d43..a81dd025d68f0a11b49eaf80e8324b20d3f720c2 100644 --- a/landing/lenses/093320.json +++ b/landing/lenses/093320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093370.json b/landing/lenses/093370.json index cd1c97f82f0659256c56d999373b8be9f07021da..00b8bd5ecf8ed0482355b13e2d9c4026777c81f8 100644 --- a/landing/lenses/093370.json +++ b/landing/lenses/093370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093520.json b/landing/lenses/093520.json index b12949bb78aaf12bd2a895f39636321917746296..de7d478ee96da796b8d45bded06bfcf0844d0296 100644 --- a/landing/lenses/093520.json +++ b/landing/lenses/093520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093640.json b/landing/lenses/093640.json index 9872f9db4c013c00404ca020fdcac62e1efd5c8b..95d2be322926a30551d163d5f07a7a894c17d999 100644 --- a/landing/lenses/093640.json +++ b/landing/lenses/093640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1557,7 +1557,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1579,7 +1579,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1597,8 +1597,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/093920.json b/landing/lenses/093920.json index 9e3e00c54dd22c0f8150ca03917fefb6ac9e9f94..8bd1f10de080981aa40caee9d67cb359a55d6862 100644 --- a/landing/lenses/093920.json +++ b/landing/lenses/093920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4ee67b861e7f", + "target": "093920", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/094170.json b/landing/lenses/094170.json index f7024d56b3c10bfefd39e59035f216ee88d5696b..efcd5c0f439e3322315c0dbd5a4830797b971e53 100644 --- a/landing/lenses/094170.json +++ b/landing/lenses/094170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1223,8 +1223,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,10 +1248,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094280.json b/landing/lenses/094280.json index a238db838b3ceb828e394265adad92de255af4d4..c714327a613295893b1cf497aedb98ebb5d127c0 100644 --- a/landing/lenses/094280.json +++ b/landing/lenses/094280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1263,8 +1263,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094360.json b/landing/lenses/094360.json index c88ee5382bb286b089c60b1f0c7deea394b889bb..5e5da9d5de2f3c1c3634a2c8647cfead32a4904f 100644 --- a/landing/lenses/094360.json +++ b/landing/lenses/094360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094480.json b/landing/lenses/094480.json index aefb0fecee9a23c1aa1f565513a6f9161b73b9dc..cd6c03972b7e5dc1ae269465fb35813a6baed5ee 100644 --- a/landing/lenses/094480.json +++ b/landing/lenses/094480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 12.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 12.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094800.json b/landing/lenses/094800.json index 239fe6113bca178d1445bf0c8dfe615329a49142..3e50205872c355a988ca041b23fdc5f544fa1bdb 100644 --- a/landing/lenses/094800.json +++ b/landing/lenses/094800.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/094820.json b/landing/lenses/094820.json index 88161c20952c76a1fe480f7802aa1f264b039800..40277c82929d9e5e05ae6dc85479582ddaa3c285 100644 --- a/landing/lenses/094820.json +++ b/landing/lenses/094820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,7 +907,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094840.json b/landing/lenses/094840.json index 17bc35f32de3266083c3dcf95ae1ce716681ba3a..c0a546b8e09f6a81a1a08db1154fa0c05de89e96 100644 --- a/landing/lenses/094840.json +++ b/landing/lenses/094840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1245,8 +1245,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094850.json b/landing/lenses/094850.json index ac9eba7454c7a58b137415f48f01abac799953cb..edb243cae41448a6f896d7fc78f386fa3f8212c2 100644 --- a/landing/lenses/094850.json +++ b/landing/lenses/094850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,10 +1107,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1218,8 +1218,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094860.json b/landing/lenses/094860.json index 1393af3c590240ac3b90378c035fd151ee3f471b..9e4a57bcf89f8c0343ae6f90b3e10af1522b7208 100644 --- a/landing/lenses/094860.json +++ b/landing/lenses/094860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1169,8 +1169,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,7 +1386,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1408,7 +1408,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1426,15 +1426,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/094940.json b/landing/lenses/094940.json index 375adce1b5c2219497a5e90a877e9da573bf3858..117739e80c84492b468e423431bc9a4d001aea8d 100644 --- a/landing/lenses/094940.json +++ b/landing/lenses/094940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 7.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 7.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094970.json b/landing/lenses/094970.json index c67245dc9ecd695a06f77caefbfd20d2cc1f5c0a..3ae27210f2acd5117a7679de76c4fb200dc21b2a 100644 --- a/landing/lenses/094970.json +++ b/landing/lenses/094970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095190.json b/landing/lenses/095190.json index c9418b086317cc5d0279e39d2eb261900964f3cd..f7029fd7a0af210d69db38e7de0ddc6175949f42 100644 --- a/landing/lenses/095190.json +++ b/landing/lenses/095190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -546,6 +546,310 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "095190", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2023", + "retrievedAt": "2026-09-20" + }, + "period": "2023", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BBB+", + "summary": "dCR 위험점수 20.44, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 7.38, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 1.11, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 35.0, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 5.25, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 27.08, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 4.06, + "sourceRef": "axes.유동성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/095190/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 보통 수준이다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/095190/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 소재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/095190/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/095190/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/095190/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 25.57, 가중치 30%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/095190/axes/자본구조", + "status": "derived", + "detail": "위험점수 7.38, 가중치 15%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/095190/axes/유동성", + "status": "derived", + "detail": "위험점수 27.08, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/095190/axes/현금흐름", + "status": "derived", + "detail": "위험점수 35.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/095190/axes/사업안정성", + "status": "derived", + "detail": "위험점수 22.70, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/095190/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BBB+", + "score": 20.44, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB+", + "score": 21.23, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 11.61, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2025", + "score": 10.78, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2024", + "score": 27.24, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2023", + "score": 27.68, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2022", + "score": 41.74, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2021", + "score": 28.36, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2020", + "score": 33.82, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2019", + "score": 42.68, + "grade": "BB-", + "pdEstimate": 2.5 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.15, + "notchAdjustment": null, + "divergenceExplanation": [ + "현금흐름 축이 35점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -556,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -673,6 +977,176 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "095190", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2023", + "knowledgeBoundary": "2026-09-20" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 61.3, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.5, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2023", + "period": "2023", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2023", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -683,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -704,8 +1178,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -725,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -733,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -827,8 +1301,8 @@ } }, "statusCounts": { - "partial": 2, - "usable": 1 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -839,9 +1313,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -886,9 +1362,18 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -906,7 +1391,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/095270.json b/landing/lenses/095270.json index b1da1ce0d82927a700d5e91c3ab95752386afef8..9c2c6c27730f356f965578d27d54e198b6ee8889 100644 --- a/landing/lenses/095270.json +++ b/landing/lenses/095270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1262,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095340.json b/landing/lenses/095340.json index d53d6e3b54c436b0b607bbc843a583a51b2507d1..662f82dbf8d88243e67919e9fa8e9961ca017c62 100644 --- a/landing/lenses/095340.json +++ b/landing/lenses/095340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095500.json b/landing/lenses/095500.json index d722c0759da197590326ae345d0d90395cea7ec4..c838839ffd69573233decb922594e64017e7d55e 100644 --- a/landing/lenses/095500.json +++ b/landing/lenses/095500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,7 +923,7 @@ "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 7.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 7.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1266,8 +1266,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095570.json b/landing/lenses/095570.json index 5bcce8d44151118a8b37a8aa1a25f42ca5fcf4fd..e15063623eda6eb25765133b839ab2f4cacb816d 100644 --- a/landing/lenses/095570.json +++ b/landing/lenses/095570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095610.json b/landing/lenses/095610.json index 2b2c8e7f7bd92b9df63c7c112b99f95fdfdf8aa4..97335e8976d40992645d407d13135b9d7e2392fb 100644 --- a/landing/lenses/095610.json +++ b/landing/lenses/095610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095660.json b/landing/lenses/095660.json index 6ac7df3b4f3dd4578f5f8f62497973fca42c353f..097f959b8e4c1b60b9c6d81d6b59f613ef9c4431 100644 --- a/landing/lenses/095660.json +++ b/landing/lenses/095660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/095700.json b/landing/lenses/095700.json index 3ddabe7869f9fad38eea2165156c6176013e8a9a..8bbd66798a6de8c4c2f9c9e03b54b2e087ad8f8c 100644 --- a/landing/lenses/095700.json +++ b/landing/lenses/095700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 81.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1061,8 +1061,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1151,10 +1151,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1172,8 +1172,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095720.json b/landing/lenses/095720.json index 00dd69ccce6f421050ec79aa633435520e632282..c06684046d54a6788c5b969b4b43fb9c86587563 100644 --- a/landing/lenses/095720.json +++ b/landing/lenses/095720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 16.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 17.24%). 최근 주가 하락이 반영된 결과", "D/EBITDA 23.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095910.json b/landing/lenses/095910.json index 48829afe0e6c9b5353256261b53c64f3a83dee6f..e660922a29a7f4b399bb0540e13f9b0fa6aeb4e4 100644 --- a/landing/lenses/095910.json +++ b/landing/lenses/095910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 48.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1264,8 +1264,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096040.json b/landing/lenses/096040.json index 81177045f64f2c2c05652d74dd20f26f884c1e9e..3f439b62cfcaecbe5d0997e739eae75ec625a59a 100644 --- a/landing/lenses/096040.json +++ b/landing/lenses/096040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096240.json b/landing/lenses/096240.json index 79bfe5bfd513b381cd6360e22ddb39bb81e8dc9f..23d245c792d9ffafbc181d3ed4d7e2da12d7e61b 100644 --- a/landing/lenses/096240.json +++ b/landing/lenses/096240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,12 +1457,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3755664e6907", + "target": "096240", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/096250.json b/landing/lenses/096250.json index 39bf652376c42fd02c9bead1bad615915b2c4c7c..cf9f9c3996d5c1d03f8fc8b847d8d5002fb544ea 100644 --- a/landing/lenses/096250.json +++ b/landing/lenses/096250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,7 +812,7 @@ "divergenceExplanation": [ "현금흐름 축이 47점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1155,8 +1155,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096350.json b/landing/lenses/096350.json index 5af7e12eccc73d18246a0e22c28eb9d80d370220..35dcec1986820e7d2c975a2268e91d41153cf31e 100644 --- a/landing/lenses/096350.json +++ b/landing/lenses/096350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 12.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 10.01%). 최근 주가 하락이 반영된 결과", "D/EBITDA 119.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096530.json b/landing/lenses/096530.json index 9271a6706de371e0a0a8b92eebba212f17bdc21a..2c55e98e8f8a8edab12478875f9cb424b875fa11 100644 --- a/landing/lenses/096530.json +++ b/landing/lenses/096530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1212,13 +1212,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096610.json b/landing/lenses/096610.json index 5e172901082fe3f1cd9344c7f139dfbe5854bfa0..02feb419d5b9340777c3c043e4e26368f0a80eb6 100644 --- a/landing/lenses/096610.json +++ b/landing/lenses/096610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-02", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,7 +1128,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-02", "period": "2025", "status": "derived", @@ -1150,7 +1150,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-02", "period": "2025", "status": "observed", @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1263,8 +1263,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096630.json b/landing/lenses/096630.json index 1c7e0a2683580da7ad670ff689fc4d6a49476acd..d22bfe7c3809a131a8d381d16e45854c7a27c569 100644 --- a/landing/lenses/096630.json +++ b/landing/lenses/096630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 30점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/096640.json b/landing/lenses/096640.json index 3723a011dd41382972f9319591115da4fef96c23..996a5ba0e29e6c563d180dec7cdfce9929625908 100644 --- a/landing/lenses/096640.json +++ b/landing/lenses/096640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2023", "status": "derived", @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1210,8 +1210,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,10 +1235,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096690.json b/landing/lenses/096690.json index 2cdeb05707551b32d474a540080933abf5258918..2352562f4a221597baa33364faef207859f42fc1 100644 --- a/landing/lenses/096690.json +++ b/landing/lenses/096690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 81점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 18.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 17.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1180,8 +1180,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096760.json b/landing/lenses/096760.json index eff4f88dfd932a6f86dc70b27d8b936f5cbe4369..6c92966dce6a03ef486a3fe186716aeec3385a23 100644 --- a/landing/lenses/096760.json +++ b/landing/lenses/096760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -902,19 +902,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,17 +981,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1054,13 +1054,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1103,8 +1103,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096770.json b/landing/lenses/096770.json index 6a0abb6faa6577cb6c79f4e67a13ed7e38611a95..0bf634ec7ccd06154e2e7e2205d2cd1a4bdb5373 100644 --- a/landing/lenses/096770.json +++ b/landing/lenses/096770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096870.json b/landing/lenses/096870.json index d6e2e5f0d3f6c1f3451d64efc824c273eb0d954f..c6c8f5ac0c2c755741baf585e3e306d3cb4ae41b 100644 --- a/landing/lenses/096870.json +++ b/landing/lenses/096870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1223,8 +1223,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097230.json b/landing/lenses/097230.json index 2acb40ff5e95bd2d70c3b37e538a7ebde293728f..977667cb5a2b3093c79f932617eba21a5028943c 100644 --- a/landing/lenses/097230.json +++ b/landing/lenses/097230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 51.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 48.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 51.54, + "score": 48.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 52.78, + "score": 49.33, "assumptions": { "scenarioStress": "moderate" } @@ -914,7 +914,6 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 10.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1487,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1505,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/097520.json b/landing/lenses/097520.json index eac097ec86f6e72a06892d2757eacf84cdf5b34c..6101983e08a7e06bda3bd65076dfb6e34a207d40 100644 --- a/landing/lenses/097520.json +++ b/landing/lenses/097520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/097780.json b/landing/lenses/097780.json index a496935f020590e4ba3fbf73d58351e54bd0fc1e..d2e40f91efc9f4a1a4d1737fd57f01f198729eee 100644 --- a/landing/lenses/097780.json +++ b/landing/lenses/097780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,6 +611,310 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "097780", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-A", + "summary": "dCR 위험점수 15.62, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.유동성", + "label": "유동성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.0, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 31.04, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 3.1, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 22.01, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 5.5, + "sourceRef": "axes.채무상환능력" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/097780/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/097780/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 경기관련소비재 업종 기준 양호한 수준이다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/097780/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 매우 충분하다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/097780/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/097780/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 22.01, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/097780/axes/자본구조", + "status": "derived", + "detail": "위험점수 0.24, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/097780/axes/유동성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/097780/axes/현금흐름", + "status": "derived", + "detail": "위험점수 17.50, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/097780/axes/사업안정성", + "status": "derived", + "detail": "위험점수 31.04, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/097780/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-A", + "score": 15.62, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-A", + "score": 15.7, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.사업안정성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 0.17, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2025", + "score": 17.74, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2024", + "score": 36.4, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2023", + "score": 37.09, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2022", + "score": 38.53, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2021", + "score": 38.29, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2020", + "score": 13.5, + "grade": "A", + "pdEstimate": 0.06 + }, + { + "period": "2019", + "score": 26.29, + "grade": "BBB", + "pdEstimate": 0.25 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.06, + "notchAdjustment": null, + "divergenceExplanation": [ + "사업안정성 축이 31점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -621,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -738,6 +1042,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "097780", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.094, + "direction": "neutral", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.04, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.094 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -748,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -769,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -893,7 +1377,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -904,9 +1388,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -951,9 +1437,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -970,8 +1458,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/097800.json b/landing/lenses/097800.json index 48c6152bceffdc4a2b6383d5a974078e8057cdb4..863b526f7b2d6fd4f761c0d2058c00b3c033ead2 100644 --- a/landing/lenses/097800.json +++ b/landing/lenses/097800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 18.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 20.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1224,8 +1224,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,10 +1249,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097870.json b/landing/lenses/097870.json index 20d11e57a6e4ece288de862ff85d04370e95fbcf..a9899db8d2ffd636168595578c55883c644b1bca 100644 --- a/landing/lenses/097870.json +++ b/landing/lenses/097870.json @@ -20,40 +20,40 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, - "period": "2025", - "knowledgeBoundary": "2026-09-13" + "period": "2026", + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -107,12 +107,12 @@ { "id": "debtRatio", "label": "부채비율", - "value": 13.15, + "value": 15.08, "unit": "%", "direction": "positive", "scoreContribution": 1, "sourceRef": "resilience.leverageTrend", - "period": "2025" + "period": "2026" }, { "id": "interestCoverage", @@ -133,37 +133,37 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -184,39 +184,39 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, - "period": "2025", + "period": "2026", "status": "derived", "sourceRef": "dartlab://analysis/097870/representative.blocks.earnings.growthTrend", "evidenceRefs": [ @@ -235,37 +235,37 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -286,39 +286,39 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, - "period": "2025", + "period": "2026", "status": "derived", "sourceRef": "dartlab://analysis/097870/representative.blocks.earnings.growthTrend", "evidenceRefs": [ @@ -561,12 +561,12 @@ { "id": "debtRatio", "label": "부채비율", - "value": 13.15, + "value": 15.08, "unit": "%", "direction": "positive", "scoreContribution": 1, "sourceRef": "resilience.leverageTrend", - "period": "2025" + "period": "2026" }, { "id": "interestCoverage", @@ -600,18 +600,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 17.37, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 14.19, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -795,15 +795,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 17.37, + "grade": "dCR-A", + "score": 14.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 17.75, + "grade": "dCR-A", + "score": 14.64, "assumptions": { "scenarioStress": "moderate" } @@ -829,6 +829,12 @@ "narratives" ], "gradeHistory": [ + { + "period": "2026", + "score": 3.32, + "grade": "AA+", + "pdEstimate": 0.01 + }, { "period": "2025", "score": 2.96, @@ -870,12 +876,6 @@ "score": 0.26, "grade": "AAA", "pdEstimate": 0.0 - }, - { - "period": "2018", - "score": 0.45, - "grade": "AAA", - "pdEstimate": 0.0 } ], "coverage": { @@ -886,10 +886,9 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -904,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1031,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1070,7 +1069,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1090,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,8 +1110,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1222,8 +1221,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1256,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1270,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1302,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097950.json b/landing/lenses/097950.json index a64a9248bbc481d9f2732a8a21fab69de9e2af3a..eaf7a87586ef983b430589ef3e7daf9f6ae891fb 100644 --- a/landing/lenses/097950.json +++ b/landing/lenses/097950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ }, "divergenceExplanation": [ "유동성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1263,8 +1263,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,10 +1288,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098070.json b/landing/lenses/098070.json index f7c4fd3837cb2a680106404e2162b9a338ed06f9..f397972509addaec18932efaf703eb48eeb15c44 100644 --- a/landing/lenses/098070.json +++ b/landing/lenses/098070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098120.json b/landing/lenses/098120.json index 6b998c1ffde1c16a87c2022121fce70e3623d7fa..7d49cf0132c43eb1202b389c821199eb2350e370 100644 --- a/landing/lenses/098120.json +++ b/landing/lenses/098120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098460.json b/landing/lenses/098460.json index cd9320376ba6b719182b777c84b0face48237090..822a86fc16190338f98f804fcb8bbf8efa39fcd8 100644 --- a/landing/lenses/098460.json +++ b/landing/lenses/098460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098660.json b/landing/lenses/098660.json index f5a5f80ecb648fb23726794f51dd09d17dd0017e..9cc232286c30bf4c57fe4b60009e1980edee9b7b 100644 --- a/landing/lenses/098660.json +++ b/landing/lenses/098660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.51%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099190.json b/landing/lenses/099190.json index de84e4c8216da47e5d0e03688ed3ff6a495fc0f5..90a4df85a0f8d17038ade04660110e98947af1a8 100644 --- a/landing/lenses/099190.json +++ b/landing/lenses/099190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099220.json b/landing/lenses/099220.json index 95ede57fdff540bd2cd4297a514a8ed35cdf3863..ca967153409b854fe58fd46425a85b10b4e29cc0 100644 --- a/landing/lenses/099220.json +++ b/landing/lenses/099220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.88%). 최근 주가 하락이 반영된 결과", "D/EBITDA 36.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-20", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099320.json b/landing/lenses/099320.json index ad83365d2ebbeecc5c7b316e368b36ab7c8680a4..8a3ad1a261d019a38a02fb7f3e87c64cb441a547 100644 --- a/landing/lenses/099320.json +++ b/landing/lenses/099320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:91614fabbff0", - "target": "099320", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/099390.json b/landing/lenses/099390.json index 67e89107dd414ab00f51ca6636a04324979959c4..231bf742d632de5aee60be3549e24b58b8b93f15 100644 --- a/landing/lenses/099390.json +++ b/landing/lenses/099390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1016,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,10 +1069,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1184,8 +1184,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099410.json b/landing/lenses/099410.json index 0b2751267b416eeb415d5e2282bc00ec388073b2..40c1c8371a02af63efa7d6e6df5bdd0e2c6c10b7 100644 --- a/landing/lenses/099410.json +++ b/landing/lenses/099410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 6.88, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 5.88, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -826,14 +826,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 6.88, + "score": 5.88, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 8.39, + "grade": "dCR-AA", + "score": 7.39, "assumptions": { "scenarioStress": "moderate" } @@ -849,11 +849,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -938,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1065,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1084,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1137,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1226,8 +1221,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099430.json b/landing/lenses/099430.json index c1f00347c5235b623658541b439ad384f0c9f340..4e90be08f807694f471734e250317e8770b05be7 100644 --- a/landing/lenses/099430.json +++ b/landing/lenses/099430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,7 +849,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 6.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 6.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -864,14 +864,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -991,19 +991,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1024,8 +1024,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,17 +1070,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1115,7 +1115,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1149,7 +1149,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1158,7 +1158,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1192,8 +1192,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099440.json b/landing/lenses/099440.json index 0b44c0df68ebc9a6df092f79ec2587cd24b4086f..654d1784130735dbe6e3f62e733d22404174f5fb 100644 --- a/landing/lenses/099440.json +++ b/landing/lenses/099440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099520.json b/landing/lenses/099520.json index 5d454f8d6bf28a652c4f1e8a46b2243b33c8bd21..b72b0fb0793da7bb5d514fbcc14499dc2d5c5f61 100644 --- a/landing/lenses/099520.json +++ b/landing/lenses/099520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1224,8 +1224,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099750.json b/landing/lenses/099750.json index d5074afacb0fe28934e177c79db1e22a03082278..707d741da87739c605b377e6c2d7abd4de4d31bf 100644 --- a/landing/lenses/099750.json +++ b/landing/lenses/099750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1217,8 +1217,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100030.json b/landing/lenses/100030.json index 636ff74ca8400289007e03c519ec2b381870d748..c991b5caa340898193a9a130a62bbb47601ffcc8 100644 --- a/landing/lenses/100030.json +++ b/landing/lenses/100030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1047,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1199,13 +1199,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1248,8 +1248,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100090.json b/landing/lenses/100090.json index 20eb954babd9aeb315296f2039d1084cad46dd3c..468447eecd7394e97948c22ba2dc0e1d4df55479 100644 --- a/landing/lenses/100090.json +++ b/landing/lenses/100090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 15.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 13.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/100120.json b/landing/lenses/100120.json index b7a48b431dbb68175ef4a27cb03b93cb39c4e1db..53c4d45336adb6149ff56581d4a4ef10113927aa 100644 --- a/landing/lenses/100120.json +++ b/landing/lenses/100120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100130.json b/landing/lenses/100130.json index 6f67da0dfd767f0a719fc0bbcde6203f55c396ae..5b638e04bf8cffa1a072f822b5ea85cdc03f5c9c 100644 --- a/landing/lenses/100130.json +++ b/landing/lenses/100130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -198,7 +198,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2017", "status": "derived", @@ -424,13 +424,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -642,14 +642,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -764,10 +764,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -797,8 +797,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -810,7 +810,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -830,8 +830,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -850,10 +850,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -863,7 +863,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -888,7 +888,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -965,8 +965,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -990,10 +990,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1008,10 +1008,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1022,7 +1022,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1046,7 +1046,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100220.json b/landing/lenses/100220.json index 74022f68a61dd437b6e7f2a84108313e760516d5..ec1cb562b9f5ebd11b8fc6ff4f1270ade63c6471 100644 --- a/landing/lenses/100220.json +++ b/landing/lenses/100220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100250.json b/landing/lenses/100250.json index a5dac5de4d3db245c4172ef6991ce1366072916b..a5bca04c6bb932011665649f3ae6c67748ae9e46 100644 --- a/landing/lenses/100250.json +++ b/landing/lenses/100250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100590.json b/landing/lenses/100590.json index 0465c7f02afcbac77e9fd64b86ea9ab3672f9481..63e311e793766502bdc7e709d11ac0b0dc6f4c4c 100644 --- a/landing/lenses/100590.json +++ b/landing/lenses/100590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1233,8 +1233,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100660.json b/landing/lenses/100660.json index 1afca0ab6f936cedc02e7e9b1b868e2897562449..eae64660308b7be1cc757d4cf51a939967aaa1c1 100644 --- a/landing/lenses/100660.json +++ b/landing/lenses/100660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -222,7 +222,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -243,7 +243,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -279,7 +279,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -300,7 +300,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -587,6 +587,311 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "100660", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2023", + "retrievedAt": "2026-09-20" + }, + "period": "2023", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-AA", + "summary": "dCR 위험점수 7.04, 전망 부정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 25, + "contribution": 0.0, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 37.61, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 5.64, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 27.75, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 2.78, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/100660/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 보통 수준이다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/100660/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/100660/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 매우 충분하다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/100660/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/100660/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 0.00, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/100660/axes/자본구조", + "status": "derived", + "detail": "위험점수 1.34, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/100660/axes/유동성", + "status": "derived", + "detail": "위험점수 3.32, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/100660/axes/현금흐름", + "status": "derived", + "detail": "위험점수 37.61, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/100660/axes/사업안정성", + "status": "derived", + "detail": "위험점수 27.75, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/100660/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-AA", + "score": 7.04, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-AA", + "score": 7.05, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 0.81, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2025", + "score": 0.72, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2024", + "score": 0.41, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2023", + "score": 0.21, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2022", + "score": 0.24, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2021", + "score": 0.23, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2020", + "score": 0.26, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2019", + "score": 0.21, + "grade": "AAA", + "pdEstimate": 0.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.02, + "notchAdjustment": null, + "divergenceExplanation": [ + "현금흐름 축이 38점으로 등급 하방 압력", + "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -597,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -714,6 +1019,146 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "100660", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": null, + "knowledgeBoundary": "2026-09-20" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -724,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -745,8 +1190,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -766,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -774,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -860,8 +1305,8 @@ } }, "statusCounts": { - "partial": 2, - "usable": 1 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -872,9 +1317,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -919,9 +1366,25 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -939,7 +1402,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/100700.json b/landing/lenses/100700.json index 7b59d81e7abd30dc0b8f11649406e0a292e0750d..2e5571601ec1046736a60ba812de39537a1e558b 100644 --- a/landing/lenses/100700.json +++ b/landing/lenses/100700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100790.json b/landing/lenses/100790.json index eb6abbe725a98c9f3dccbfcdaa2427cf70256b67..73b62e1816bc676f28d57bb4e977e5f1e7caa46e 100644 --- a/landing/lenses/100790.json +++ b/landing/lenses/100790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -784,19 +784,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -810,8 +810,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -823,7 +823,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -843,8 +843,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -855,17 +855,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -875,7 +875,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -892,7 +892,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -926,13 +926,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -941,7 +941,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -975,8 +975,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -996,7 +996,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1004,7 +1004,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100840.json b/landing/lenses/100840.json index b9f2b639f8b7cc4ee326ab11d995a0e22e971dc1..fbca013d9dd884a97cfb2977bf7829fc468e74e6 100644 --- a/landing/lenses/100840.json +++ b/landing/lenses/100840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1248,8 +1248,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101000.json b/landing/lenses/101000.json index 423c201c21def9519442278aab0222750ff32e48..b4683d9fb8dbd42a0574e133b9956a989a2d4622 100644 --- a/landing/lenses/101000.json +++ b/landing/lenses/101000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -824,7 +824,7 @@ "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 40.08, + "score": 40.06, "assumptions": { "scenarioStress": "moderate" } @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101140.json b/landing/lenses/101140.json index 7e56174b9ef159b559f2ad4ccb53ea69c81271f9..a750695bc4294e6a44984f2880522674c908b79e 100644 --- a/landing/lenses/101140.json +++ b/landing/lenses/101140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -927,8 +927,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -947,8 +947,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -967,7 +967,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,8 +1056,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1081,10 +1081,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1095,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1119,7 +1119,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101160.json b/landing/lenses/101160.json index 3b0b88a8bc0549093b2ae4e5d5a0ed7f5409b95a..1b9a6cd229a62f3af8c8b74960135233afa99aef 100644 --- a/landing/lenses/101160.json +++ b/landing/lenses/101160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101170.json b/landing/lenses/101170.json index 26a388f61fe9115dc62dd1613ff2f9f1ee6e6982..a76332814a48f59abce88d79e31ff41e0e66140b 100644 --- a/landing/lenses/101170.json +++ b/landing/lenses/101170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 14.15, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 11.78, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 14.15, + "score": 11.78, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 14.81, + "score": 12.41, "assumptions": { "scenarioStress": "moderate" } @@ -911,12 +911,12 @@ "totalNotch": 1, "reasons": [ "CAPEX집약 OCF양수 (투자 사이클)" - ] + ], + "monotonicGate": "A+" }, "divergenceExplanation": [ "현금흐름 축이 32점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101240.json b/landing/lenses/101240.json index 1f9bf6699da0e23a9558f3bfbfa1f8faedf6d039..7fc9fe46922ccc7481e87c2b6b25fa6937de5c4f 100644 --- a/landing/lenses/101240.json +++ b/landing/lenses/101240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1221,8 +1221,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101330.json b/landing/lenses/101330.json index 8d31fcf4217254eb81f49503b8ba40b9d541f707..6568c737c1c39571582ca8c6f7d505e2ec02697e 100644 --- a/landing/lenses/101330.json +++ b/landing/lenses/101330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101360.json b/landing/lenses/101360.json index a4e8df8f4c88de9d142ef15d7385036a89798365..fb52660e62a010c8c50b9c842135d89b64394ebd 100644 --- a/landing/lenses/101360.json +++ b/landing/lenses/101360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1203,8 +1203,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101390.json b/landing/lenses/101390.json index a89368c15b66364a1dcab5f976f1403d9e2ff8be..aaedb41c6f0abc09c56251eeeeda4f36c99c2ad3 100644 --- a/landing/lenses/101390.json +++ b/landing/lenses/101390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-30", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-30", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-30", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101400.json b/landing/lenses/101400.json index 53a65e6657e261b973c02f8fbeece581d392a908..a91bc924f561c8cdca017841945781ed00344ce6 100644 --- a/landing/lenses/101400.json +++ b/landing/lenses/101400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101490.json b/landing/lenses/101490.json index ec10ac07c45a95e836d508141291d5b7322f3574..a98e7760bfff65792d8f2ac5acbd5426f9cdc62f 100644 --- a/landing/lenses/101490.json +++ b/landing/lenses/101490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1548,88 +1548,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2c29d81e5dcf", - "target": "101490", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/101530.json b/landing/lenses/101530.json index 3568e691622da1587b8e3b7560a7631b605524e4..6ae9dddbe8b22d9f48b8afb9774e8b637b6fd9c0 100644 --- a/landing/lenses/101530.json +++ b/landing/lenses/101530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2022", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-16", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-16", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-16", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-16", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1243,8 +1243,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101670.json b/landing/lenses/101670.json index 682ba9cac1754e45b4f1df7a6a49e3cccc1a510e..e8127bec79b4ca671b37373c721f64aadb11d84f 100644 --- a/landing/lenses/101670.json +++ b/landing/lenses/101670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 201.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 200.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1169,8 +1169,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101680.json b/landing/lenses/101680.json index 7f9875bbc637a6f4609c24bffe0b748f47a7dba1..82becbb0748e70a699afcaa77a2013e076f3cba0 100644 --- a/landing/lenses/101680.json +++ b/landing/lenses/101680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -555,18 +555,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 35.22, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 31.69, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -750,15 +750,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 35.22, + "grade": "dCR-BBB-", + "score": 31.69, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 35.88, + "score": 32.25, "assumptions": { "scenarioStress": "moderate" } @@ -774,6 +774,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -841,12 +846,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 9.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -861,14 +866,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -988,10 +993,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1020,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,8 +1045,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1065,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1149,8 +1154,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101730.json b/landing/lenses/101730.json index c90151a0877def42eddf3a0b06bb3b55fa7cfbe2..ead35f50063c1cddd1c69b8b90fa9ec9a4720c3f 100644 --- a/landing/lenses/101730.json +++ b/landing/lenses/101730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1169,8 +1169,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,12 +1378,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7d33f98e3038", + "target": "101730", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/101930.json b/landing/lenses/101930.json index 28cbf18d790de24d3e18c5c5f4bccfc711c81900..4f276d19b9a811bee5e448d06586838502a7a40b 100644 --- a/landing/lenses/101930.json +++ b/landing/lenses/101930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101970.json b/landing/lenses/101970.json index 01ac4e164482b1019a3964072a53186b34c7e1e0..1b5958d9e402e50cc5ae23d302d39a79a3aabee3 100644 --- a/landing/lenses/101970.json +++ b/landing/lenses/101970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -861,8 +861,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102120.json b/landing/lenses/102120.json index 749ede3c06e2f9f2a4aac08ea635a91213b0cb5d..e8d49d154e6886a2748331ff06808f673e9f39a3 100644 --- a/landing/lenses/102120.json +++ b/landing/lenses/102120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1548,88 +1548,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:334acbb65794", - "target": "102120", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.306 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/102210.json b/landing/lenses/102210.json index 366ac522e299397d360c5812aa567813a109fcd8..e539604cfa881feff6e212bb229c6308769ef5fa 100644 --- a/landing/lenses/102210.json +++ b/landing/lenses/102210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102260.json b/landing/lenses/102260.json index 9a7c69e079879bb81a8f6a75078bbb833740c018..58491a6e2fad5ee12bf72d5327c51009b686911f 100644 --- a/landing/lenses/102260.json +++ b/landing/lenses/102260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102280.json b/landing/lenses/102280.json index 180e3f361c6aa01c96e0f2e97bb153715f71e7ca..56229c9419baf0c7cd84fbc6ee0ed9871b8864c7 100644 --- a/landing/lenses/102280.json +++ b/landing/lenses/102280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-11-27", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-11-27", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-11-27", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102370.json b/landing/lenses/102370.json index b7f867d5e9ef45f3a74ec3298e915b35d1cde054..9db616509804b6d98fcafa6e43ebf5bdfd62e058 100644 --- a/landing/lenses/102370.json +++ b/landing/lenses/102370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -497,6 +497,293 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "102370", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BB-", + "summary": "dCR 위험점수 46.50, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 6.4, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.96, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 90.0, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 22.5, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 70.0, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 10.5, + "sourceRef": "axes.현금흐름" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 양호하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/102370/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/102370/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/102370/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 매우 충분하다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/102370/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/102370/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 90.00, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/102370/axes/자본구조", + "status": "derived", + "detail": "위험점수 17.59, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/102370/axes/유동성", + "status": "derived", + "detail": "위험점수 6.40, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/102370/axes/현금흐름", + "status": "derived", + "detail": "위험점수 70.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/102370/axes/사업안정성", + "status": "derived", + "detail": "위험점수 40.17, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/102370/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BB-", + "score": 46.5, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BB-", + "score": 47.1, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 37.39, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2025", + "score": 58.91, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2024", + "score": 44.78, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2023", + "score": 55.79, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2022", + "score": 41.03, + "grade": "BB", + "pdEstimate": 1.5 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-6", + "pdEstimate": 2.5, + "notchAdjustment": null, + "divergenceExplanation": [ + "채무상환능력 축이 90점으로 등급 하방 압력", + "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -507,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -619,6 +906,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "102370", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.54, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.04, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.25, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.54 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "deteriorationPriced" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.25 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "deteriorationPriced" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -629,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -650,8 +1117,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -675,10 +1142,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -693,10 +1160,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -707,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -715,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -731,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -747,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -929,6 +1396,7 @@ }, "statusCounts": { "partial": 2, + "usable": 2, "blocked": 1 }, "gaps": [ @@ -940,9 +1408,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.position", @@ -1001,9 +1471,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.company.sectorKey", @@ -1062,8 +1534,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/102460.json b/landing/lenses/102460.json index b095bac69510e43ffae3330e4d688c4ed2867b00..694991fe1ca61bd8126388f2ad10d4e837a1eb99 100644 --- a/landing/lenses/102460.json +++ b/landing/lenses/102460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/102710.json b/landing/lenses/102710.json index bb95c752640c9dc2518acc04ab5a7a7f70011d66..7d8c31b643c43a1eb29baf38b2a15d665c760cff 100644 --- a/landing/lenses/102710.json +++ b/landing/lenses/102710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.44%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/102940.json b/landing/lenses/102940.json index b1a56361c5c98ee22ae826dc29d1bc9355c46256..f0f592b9515b1de87c9c05ea847ed65c99d89495 100644 --- a/landing/lenses/102940.json +++ b/landing/lenses/102940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 21.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 21.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102950.json b/landing/lenses/102950.json index 15a845a10eac2ef1876739ccf407e2c965e79b57..190c93dcbdb4fa3f07ae8839fd15fe97e14b4c09 100644 --- a/landing/lenses/102950.json +++ b/landing/lenses/102950.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -480,8 +480,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/103140.json b/landing/lenses/103140.json index cbb33509c49a88f54f1ca7f927b96d435189bacf..329a7fd1f52a9320b4e0ceaa7235f4b40113ce04 100644 --- a/landing/lenses/103140.json +++ b/landing/lenses/103140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -536,13 +536,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -755,14 +755,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -882,10 +882,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -928,7 +928,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -948,8 +948,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103160.json b/landing/lenses/103160.json index 31ca93d270606dbfbc06dac0320739c701f590c9..380e39ce2eeb47a42a7a31073a6308f26bf65efa 100644 --- a/landing/lenses/103160.json +++ b/landing/lenses/103160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1208,8 +1208,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,10 +1233,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103230.json b/landing/lenses/103230.json index b6cb3a3c454de6a5bbf32ed89c195eefca3bd25a..3d3d5c922fbb8523972f43b99bef9685a2d39182 100644 --- a/landing/lenses/103230.json +++ b/landing/lenses/103230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1220,8 +1220,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103590.json b/landing/lenses/103590.json index 470c1a746ee6d545b1499e962b9102ec551b6969..8614bd280c6c75e694e2f8b2ad343bad78457fef 100644 --- a/landing/lenses/103590.json +++ b/landing/lenses/103590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2018", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1246,8 +1246,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103840.json b/landing/lenses/103840.json index 3dff51259069a7a605af6d6192eced290af3e023..0ef3c32055556043b94ada5d04c425f6b57ba8f2 100644 --- a/landing/lenses/103840.json +++ b/landing/lenses/103840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 73점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.25%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1037,8 +1037,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1068,10 +1068,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1179,8 +1179,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,10 +1204,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104040.json b/landing/lenses/104040.json index ceb913569fe2f10f76d4c7a535e3ccd7a234420e..6a22e2a094fba41daf591e6b22bf1c719a3e13ab 100644 --- a/landing/lenses/104040.json +++ b/landing/lenses/104040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -919,7 +919,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1222,8 +1222,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104200.json b/landing/lenses/104200.json index 891e34f7d04df6271e69e5e4f90d47c80fb32dfb..681a295528a31f522123ab8d7d6d05e93bed56c4 100644 --- a/landing/lenses/104200.json +++ b/landing/lenses/104200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1229,8 +1229,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104460.json b/landing/lenses/104460.json index e926c3c617ca519433735d47f5489ecba7cb056e..f008f85975d467909e94e215634f030251131ff3 100644 --- a/landing/lenses/104460.json +++ b/landing/lenses/104460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "현금흐름 축이 49점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1265,8 +1265,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104480.json b/landing/lenses/104480.json index 148e3a0bfb79faf35595ccbff406b53e53c5ad62..c404e8f8b9e27c237beb127ae115ffd41d5ee6d1 100644 --- a/landing/lenses/104480.json +++ b/landing/lenses/104480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1220,8 +1220,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104540.json b/landing/lenses/104540.json index 4dd4ccbac39f423c80e54891c2984d73493ed9fb..6c58b9124cecc923689faffdf9392776aafee2b9 100644 --- a/landing/lenses/104540.json +++ b/landing/lenses/104540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a8469e6f9f9a", - "target": "104540", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/104620.json b/landing/lenses/104620.json index b20df39b10d2eab1744ebd9780ea21069f1cab5c..ce56b78512467e56bbd2dbe69c49b2d644f6d125 100644 --- a/landing/lenses/104620.json +++ b/landing/lenses/104620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -955,19 +955,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1026,17 +1026,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1046,7 +1046,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1063,7 +1063,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1097,13 +1097,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1112,7 +1112,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1146,8 +1146,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,10 +1171,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1189,10 +1189,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104700.json b/landing/lenses/104700.json index 6e7bd77becb5a19130e44642f83d319681095226..4506546bb9d7260bd10af256bb7df6ba1076a766 100644 --- a/landing/lenses/104700.json +++ b/landing/lenses/104700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1221,8 +1221,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104830.json b/landing/lenses/104830.json index 18f41e8637e14462c3bbb616e900aaa164fadbe3..d529397cf102f909c24aba071ff23bc617c3d159 100644 --- a/landing/lenses/104830.json +++ b/landing/lenses/104830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 6.13, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 7.13, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 6.13, + "score": 7.13, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 6.34, + "score": 7.34, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105330.json b/landing/lenses/105330.json index 39c5b2b212a117e7b0ac31ae801ba3b7c641aee0..7c7e72d40a939a8866da7d25b5fecb54b69b54da 100644 --- a/landing/lenses/105330.json +++ b/landing/lenses/105330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fabde4159e53", - "target": "105330", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2024", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.299 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/105550.json b/landing/lenses/105550.json index f42d27679947faa3e1cdf36b45f0429cd443884f..63cf7153b56afb7b5b89117e62fd073ec35238ab 100644 --- a/landing/lenses/105550.json +++ b/landing/lenses/105550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 365.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 361.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105560.json b/landing/lenses/105560.json index d3c8b041c834a275aa834ae93f7baf3422f7b833..880ae86d916f33aa773bf075305ab67d853becae 100644 --- a/landing/lenses/105560.json +++ b/landing/lenses/105560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -871,8 +871,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105630.json b/landing/lenses/105630.json index 7884f943d169a4a2a9a1b24c9c3b7a74e3aeefb0..13c83d90aba019bd286f10f6c3a272b60a67769a 100644 --- a/landing/lenses/105630.json +++ b/landing/lenses/105630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1262,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105740.json b/landing/lenses/105740.json index 5317bb6938324863b3940d961826cb70e692f7ce..5430ca0135ff3722e79769c55791864c6391d24c 100644 --- a/landing/lenses/105740.json +++ b/landing/lenses/105740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105760.json b/landing/lenses/105760.json index 776eebbbd605a857c7912c267c29f5077fa2e8bb..620a5e046085626c4e158c380dc7bb538f474a4e 100644 --- a/landing/lenses/105760.json +++ b/landing/lenses/105760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1157,8 +1157,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105840.json b/landing/lenses/105840.json index a6a3e6032fc1a5a034167769da228741f9ead82e..0ff56082c8163f1699a092b4b7c3bd00016713b3 100644 --- a/landing/lenses/105840.json +++ b/landing/lenses/105840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,6 +611,312 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "105840", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-A-", + "summary": "dCR 위험점수 17.81, 전망 부정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 1.74, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 0.35, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 48.79, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 7.32, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 30.53, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 7.63, + "sourceRef": "axes.채무상환능력" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/105840/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/105840/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 산업재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/105840/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 매우 충분하다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/105840/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/105840/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 30.53, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/105840/axes/자본구조", + "status": "derived", + "detail": "위험점수 1.74, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/105840/axes/유동성", + "status": "derived", + "detail": "위험점수 2.77, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/105840/axes/현금흐름", + "status": "derived", + "detail": "위험점수 48.79, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/105840/axes/사업안정성", + "status": "derived", + "detail": "위험점수 30.32, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/105840/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-A-", + "score": 17.81, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-A-", + "score": 17.83, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 0.87, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2025", + "score": 18.63, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2024", + "score": 0.29, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2023", + "score": 3.59, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2022", + "score": 5.33, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2021", + "score": 18.39, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2020", + "score": 54.7, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2019", + "score": 48.23, + "grade": "B+", + "pdEstimate": 4.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-5", + "pdEstimate": 0.08, + "notchAdjustment": null, + "divergenceExplanation": [ + "현금흐름 축이 49점으로 등급 하방 압력", + "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 2.93%). 최근 주가 하락이 반영된 결과", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -621,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -738,6 +1044,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "105840", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.322, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.07, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.5, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.322 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -748,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -769,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -893,7 +1379,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -904,9 +1390,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -951,9 +1439,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -970,8 +1460,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/106080.json b/landing/lenses/106080.json index 59d9eb313b4e00712eeeeeb628da28c6da9f6915..b71f565ffcdbd3909b5486d3d7237f005a2772a2 100644 --- a/landing/lenses/106080.json +++ b/landing/lenses/106080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "유동성 축이 84점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 177.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 178.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-16", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-16", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-16", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1179,8 +1179,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106190.json b/landing/lenses/106190.json index 60c6c1c4dab58452d6c0225010b7906dd8fae53b..6987e513805c0b8d35d6f0d4f8d2c8be3a4d21ff 100644 --- a/landing/lenses/106190.json +++ b/landing/lenses/106190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -924,7 +924,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1227,8 +1227,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106240.json b/landing/lenses/106240.json index 7e4342dad12e866c94ce59b253804b3e7b7c1987..d0801dc67689d3479c614880fae167ca58e6b24d 100644 --- a/landing/lenses/106240.json +++ b/landing/lenses/106240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 11.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 11.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1049,15 +1049,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1347,7 +1347,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1663,12 +1663,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4afb7f0a8157", + "target": "106240", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.551 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/106520.json b/landing/lenses/106520.json index b994ada8e5afb1f8541611456cc123b209aba957..1f6c16d282c1f50f75f43cea70873fbdc9041834 100644 --- a/landing/lenses/106520.json +++ b/landing/lenses/106520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-30", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-30", "period": null, "status": "derived", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-30", "period": null, "status": "observed", @@ -1119,10 +1119,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1140,8 +1140,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/107590.json b/landing/lenses/107590.json index 5ca597614ca89cb41c75ddbe9bafe1405b9a134f..920df4d236cd6710b90fa97aa5d6bfac0378a179 100644 --- a/landing/lenses/107590.json +++ b/landing/lenses/107590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1104,8 +1104,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,10 +1120,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1138,10 +1138,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1482,88 +1482,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:27aac87834f3", - "target": "107590", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.456 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/107600.json b/landing/lenses/107600.json index 42e25c83d39308d59a1b3d307928ce5e102241a9..8895974bb6aa311d050979f3ed97f1b0b85ff52a 100644 --- a/landing/lenses/107600.json +++ b/landing/lenses/107600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,13 +310,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -581,7 +581,7 @@ "divergenceExplanation": [ "현금흐름 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -596,14 +596,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -723,10 +723,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -742,7 +742,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -755,8 +755,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -775,8 +775,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -863,10 +863,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -884,8 +884,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -913,7 +913,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/107640.json b/landing/lenses/107640.json index 04aa8c311edc7fd410f6f53ef6bb52711dba7ab9..7464289931c6cca1d8580d62bdc8764f94f7585e 100644 --- a/landing/lenses/107640.json +++ b/landing/lenses/107640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -324,13 +324,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -392,7 +392,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -411,7 +411,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -430,7 +430,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -449,7 +449,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.81%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -630,14 +630,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -757,10 +757,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -790,7 +790,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -803,7 +803,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -823,8 +823,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -845,8 +845,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -856,7 +856,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -881,7 +881,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -958,8 +958,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -983,10 +983,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1005,7 +1005,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1021,7 +1021,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108230.json b/landing/lenses/108230.json index 4e3d2263687064dc6cdf200b7dc7fd01d98e4e44..49730d4031ddd0d60340d6eb8c9b138a314af4d3 100644 --- a/landing/lenses/108230.json +++ b/landing/lenses/108230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108320.json b/landing/lenses/108320.json index 881902c56adda0bc935ad42abc86e10e98c06a16..e9c0d6bbfa85547c47f046bf07d372d3a6d8c79a 100644 --- a/landing/lenses/108320.json +++ b/landing/lenses/108320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108380.json b/landing/lenses/108380.json index 6572dc953e2a44cfb81de620f910142de61ed43a..8030637fbcff0263ec5120a017c826a071458482 100644 --- a/landing/lenses/108380.json +++ b/landing/lenses/108380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108490.json b/landing/lenses/108490.json index 65e4de0efc4c48de735ff0af27bafa86b7047cc6..b6bbf27ca0b9826aa7bdb7b453f8431f09f3f1fc 100644 --- a/landing/lenses/108490.json +++ b/landing/lenses/108490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1068,7 +1068,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1236,8 +1236,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108670.json b/landing/lenses/108670.json index c5660eec68fee82247fc10341667345ac80276b0..bfa02acbeaa02338c8629a6ec9d514bedfe2c53d 100644 --- a/landing/lenses/108670.json +++ b/landing/lenses/108670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108860.json b/landing/lenses/108860.json index acf335d729b5e3a68e8eaa4d9c74e30a4418a707..34f50c04af6cec621902033b3d1bbc15340f8dba 100644 --- a/landing/lenses/108860.json +++ b/landing/lenses/108860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 29.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 27.23, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 29.48, + "score": 27.23, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 29.71, + "score": 27.46, "assumptions": { "scenarioStress": "moderate" } @@ -912,7 +912,6 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109070.json b/landing/lenses/109070.json index 52c682811fa31c147f86a8fad1efae8240293f4f..8e5084244e6c9a4ee9d48a6f38ca9a6171b68c7a 100644 --- a/landing/lenses/109070.json +++ b/landing/lenses/109070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-28", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,7 +1129,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-28", "period": "2025", "status": "derived", @@ -1151,7 +1151,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-28", "period": "2025", "status": "observed", @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1264,8 +1264,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109080.json b/landing/lenses/109080.json index 8294a9a5c97391ee664adb2fefef15e1d329d484..b2f39bde3cfe7a51756164dbed4cc878018a7930 100644 --- a/landing/lenses/109080.json +++ b/landing/lenses/109080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1069,7 +1069,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1211,8 +1211,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109610.json b/landing/lenses/109610.json index 1002f69da4922fa3ecb55bdf088d89b95f13ac62..c55595c5e5020cb690d1e433e967d48141c44cb2 100644 --- a/landing/lenses/109610.json +++ b/landing/lenses/109610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 10.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 11.13%). 최근 주가 하락이 반영된 결과", "D/EBITDA 22.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d43f8a75b84a", - "target": "109610", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/109670.json b/landing/lenses/109670.json index afe342715617a56dd66b9e76732e141add1a0eab..ee5d3d6f6906e1378dc66b07e85afa69bcd60d3d 100644 --- a/landing/lenses/109670.json +++ b/landing/lenses/109670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -959,19 +959,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -992,8 +992,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,17 +1038,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1058,7 +1058,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1083,7 +1083,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1117,7 +1117,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1126,7 +1126,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1139,10 +1139,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1160,8 +1160,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1368,88 +1368,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ce530621d33c", - "target": "109670", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/109740.json b/landing/lenses/109740.json index b10919e0bdaba71967a8748eec11d52d667711a0..039b0b403766a483d4567ba27c693e3332b27251 100644 --- a/landing/lenses/109740.json +++ b/landing/lenses/109740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109820.json b/landing/lenses/109820.json index 9a862ef90b1f8a8daf8d48fbeb40db3fbc298964..320618ce557bb19b5bd0c73ac8e7250c33074c25 100644 --- a/landing/lenses/109820.json +++ b/landing/lenses/109820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1007,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1038,10 +1038,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1149,8 +1149,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109860.json b/landing/lenses/109860.json index a10f4b6405f7d3af2f3ecadc5cc6bb7b78016ebe..731018589631381728b8fee981ddd3938f56fbce 100644 --- a/landing/lenses/109860.json +++ b/landing/lenses/109860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109960.json b/landing/lenses/109960.json index 454c1de1f75609465366ac975e05e1365bfb5b3f..7dc398567f6f74a927f3085fde0cd6c9619ce3bd 100644 --- a/landing/lenses/109960.json +++ b/landing/lenses/109960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/110020.json b/landing/lenses/110020.json index a68e7e56d15087b0b35580808197c1641d15733c..224edc7d3d78c4abd42e8ef5930c2bcb35fdfe13 100644 --- a/landing/lenses/110020.json +++ b/landing/lenses/110020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -531,18 +531,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 24.30, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 21.34, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,15 +726,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 24.3, + "grade": "dCR-BBB+", + "score": 21.34, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 25.08, + "score": 22.09, "assumptions": { "scenarioStress": "moderate" } @@ -750,6 +750,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -817,7 +822,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.25, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", @@ -836,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -963,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -982,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -995,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1013,10 +1018,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1035,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1124,8 +1129,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1140,10 +1145,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1158,10 +1163,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1172,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1188,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1204,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/110790.json b/landing/lenses/110790.json index a9547d53fb1b61672070e42d4af27f8bd1d8924f..52462eb001e07ef8ecc2d18bd006bfba627cbc5a 100644 --- a/landing/lenses/110790.json +++ b/landing/lenses/110790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1240,8 +1240,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1449,7 +1449,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1471,7 +1471,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1489,8 +1489,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/110990.json b/landing/lenses/110990.json index c457d9d8c9d2de763a0a88f4827243faed1fb197..d28b5e383b8305148680cb192eaf2ba12fa8e671 100644 --- a/landing/lenses/110990.json +++ b/landing/lenses/110990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -592,6 +592,310 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "110990", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-AA", + "summary": "dCR 위험점수 6.52, 전망 부정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 25, + "contribution": 0.0, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.0, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 39.56, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 3.96, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 30.0, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 4.5, + "sourceRef": "axes.유동성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/110990/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 우수하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/110990/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/110990/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/110990/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/110990/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 0.00, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/110990/axes/자본구조", + "status": "derived", + "detail": "위험점수 0.91, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/110990/axes/유동성", + "status": "derived", + "detail": "위험점수 30.00, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/110990/axes/현금흐름", + "status": "derived", + "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/110990/axes/사업안정성", + "status": "derived", + "detail": "위험점수 39.56, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/110990/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-AA", + "score": 6.52, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-AA", + "score": 6.54, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.사업안정성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 0.51, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2025", + "score": 0.17, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2024", + "score": 0.18, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2023", + "score": 0.55, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2022", + "score": 12.09, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2021", + "score": 39.93, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2020", + "score": 23.51, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2019", + "score": 9.21, + "grade": "AA-", + "pdEstimate": 0.03 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-1", + "pdEstimate": 0.02, + "notchAdjustment": null, + "divergenceExplanation": [ + "사업안정성 축이 40점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -602,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -719,6 +1023,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "110990", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.553, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.03, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.5, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.553 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "confirmation" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "inconclusive" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "confirmation" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -729,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -750,8 +1234,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -771,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -779,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -874,7 +1358,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -885,9 +1369,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -932,9 +1418,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -951,8 +1439,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/111110.json b/landing/lenses/111110.json index 850e780303ad65653a16c1e79f06a75fb156c1fe..d99d91335847e17f992827c8133f8dbaab8d89e3 100644 --- a/landing/lenses/111110.json +++ b/landing/lenses/111110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111380.json b/landing/lenses/111380.json index 33e5f27a107166509092724453def30526b3012a..15b3fbeee6832b51ddd4ca4ad17becec474bdb77 100644 --- a/landing/lenses/111380.json +++ b/landing/lenses/111380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,7 +812,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1155,8 +1155,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111710.json b/landing/lenses/111710.json index 9be4517870fe4d1ff5d393ff4bad11bc5b873163..da5b8ece05704bdff28b6891b17dc1ce256f2929 100644 --- a/landing/lenses/111710.json +++ b/landing/lenses/111710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1080,10 +1080,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1191,8 +1191,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111770.json b/landing/lenses/111770.json index 4bdba909218fd3ab91f50343f068242bbfd96f52..c33e1fd6a0fd6dfd9a6a9e9199abc5db53a47903 100644 --- a/landing/lenses/111770.json +++ b/landing/lenses/111770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111820.json b/landing/lenses/111820.json index bba7e69a2b2cfcfc94813b2856b50ef80a5500f5..746b6f3fa9939e98bbdb5130f681d73721b4f054 100644 --- a/landing/lenses/111820.json +++ b/landing/lenses/111820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111870.json b/landing/lenses/111870.json index 19462ceeefd3cdbe83306c72042c47f46e7c5fed..a793e9bd4f51ac13fe74bf10c76817872eab891b 100644 --- a/landing/lenses/111870.json +++ b/landing/lenses/111870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1352,7 +1352,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112040.json b/landing/lenses/112040.json index bfcc62d144560b98be7510dec7eff3c6f8251fe8..3e40e27dd3ad940e0878c093a56de5510006ce5f 100644 --- a/landing/lenses/112040.json +++ b/landing/lenses/112040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112190.json b/landing/lenses/112190.json index 4274ddf13e9cbe1bdd7d8c77a5f19e14fba05394..f3594d06becf858492c204156d090fec581cfd37 100644 --- a/landing/lenses/112190.json +++ b/landing/lenses/112190.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -480,8 +480,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/112240.json b/landing/lenses/112240.json index 640b203fe4e4b5f5ed592a2bf15d725b4890f692..17e2ed02bbd3b3c87b4862b9a16b00d721392303 100644 --- a/landing/lenses/112240.json +++ b/landing/lenses/112240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,7 +1040,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1152,8 +1152,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,10 +1177,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112290.json b/landing/lenses/112290.json index 80f204a6dd15939593ca8cc80d6b9f2f1a946045..6f0f3131dc42d42317896deaa23ec63b1ddee2e8 100644 --- a/landing/lenses/112290.json +++ b/landing/lenses/112290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 16.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 18.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -735,8 +735,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,10 +766,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -877,8 +877,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112610.json b/landing/lenses/112610.json index 44448a0aaf8bc5e5253cf67f81b216605fb265bc..706d7b80a1555dbe2765b1a976108abbd31eef34 100644 --- a/landing/lenses/112610.json +++ b/landing/lenses/112610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/113810.json b/landing/lenses/113810.json index 122c5c86dd2e6cd59c8eccb8c40b7f81ec3ec116..32878c5b33c7b4dd712d68f1aac00384bbc3670e 100644 --- a/landing/lenses/113810.json +++ b/landing/lenses/113810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114090.json b/landing/lenses/114090.json index 1c9efba778cfd9d4a8cf62bd6fee05bac1c5f1fc..5d51c3307782bfae6de2f2fcdc8e6f62b7c5a098 100644 --- a/landing/lenses/114090.json +++ b/landing/lenses/114090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/114190.json b/landing/lenses/114190.json index 6b9911168d12eec4e3ddd68301f01c087f22aa43..36d4e2928435a331745bea032812878905a66865 100644 --- a/landing/lenses/114190.json +++ b/landing/lenses/114190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114450.json b/landing/lenses/114450.json index efff535a0ae0e2b7afd690167b1df40f6e773899..24a9a19db60ab46075636075637ca636fb6a5969 100644 --- a/landing/lenses/114450.json +++ b/landing/lenses/114450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1223,8 +1223,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114630.json b/landing/lenses/114630.json index 292366876c59c807bc5d52f64ae5821d82b60a76..cd52fa3cab0fd97fa1f92c48ca7adb17b576b023 100644 --- a/landing/lenses/114630.json +++ b/landing/lenses/114630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114810.json b/landing/lenses/114810.json index 51eb1158cbd5b6b19685a6ac1e23478127ba2fef..dc06c60a37006d5a1e8247ea6d7eea636070413b 100644 --- a/landing/lenses/114810.json +++ b/landing/lenses/114810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1243,8 +1243,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114840.json b/landing/lenses/114840.json index 38c460626426425b08664c7f9bb5a847b2696b74..70ae1cf65bedc00f11c878184240f75485b9c9b1 100644 --- a/landing/lenses/114840.json +++ b/landing/lenses/114840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1076,8 +1076,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1189,8 +1189,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115160.json b/landing/lenses/115160.json index 47b0cbc8365ebe290968cc1fef271c979c898215..1fc84394bec0ed4e6d0210adb19e91a91869e2e2 100644 --- a/landing/lenses/115160.json +++ b/landing/lenses/115160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.18%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:60b17391c02a", + "target": "115160", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.359 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/115180.json b/landing/lenses/115180.json index 33b649e46bb3274ea339473ed02f795731440864..bb93d3355cbd0902d3faf654d4e08de10ebffdcc 100644 --- a/landing/lenses/115180.json +++ b/landing/lenses/115180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115310.json b/landing/lenses/115310.json index f1bed317a4cef4b3612a76e4c051784d0bad19b7..1326649e11fb83343eaf52f926ef65de6e7f7f10 100644 --- a/landing/lenses/115310.json +++ b/landing/lenses/115310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115440.json b/landing/lenses/115440.json index 68c466425e177007b0374316cc8bc736c17eb8e8..8486224f5fea64ebf7a5b06f821eb663f9c36a6d 100644 --- a/landing/lenses/115440.json +++ b/landing/lenses/115440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115450.json b/landing/lenses/115450.json index fbfa2e8bccf23d16c4bfade705e7449b4c42bd5a..459cb62d36df456fbe7dfd3b29474751f66454c0 100644 --- a/landing/lenses/115450.json +++ b/landing/lenses/115450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1177,8 +1177,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,10 +1202,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1220,10 +1220,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1598,7 +1598,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1620,7 +1620,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1638,8 +1638,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/115480.json b/landing/lenses/115480.json index b374e6a6abd13c4be1a9c5de9bbdae018425307a..4e447d0bc6336ffa44bbc8702317beca6a2edb42 100644 --- a/landing/lenses/115480.json +++ b/landing/lenses/115480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -612,6 +612,310 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "115480", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-A-", + "summary": "dCR 위험점수 17.52, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.0, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 39.83, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 3.98, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 28.65, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 7.16, + "sourceRef": "axes.채무상환능력" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 양호하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/115480/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 우수하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/115480/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 건강관리 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/115480/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 매우 충분하다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/115480/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/115480/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 28.65, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/115480/axes/자본구조", + "status": "derived", + "detail": "위험점수 17.10, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/115480/axes/유동성", + "status": "derived", + "detail": "위험점수 2.11, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/115480/axes/현금흐름", + "status": "derived", + "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/115480/axes/사업안정성", + "status": "derived", + "detail": "위험점수 39.83, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/115480/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-A-", + "score": 17.52, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-A-", + "score": 18.36, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.사업안정성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 15.39, + "grade": "A", + "pdEstimate": 0.06 + }, + { + "period": "2025", + "score": 23.36, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2024", + "score": 27.73, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2023", + "score": 30.73, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2022", + "score": 15.89, + "grade": "A", + "pdEstimate": 0.06 + }, + { + "period": "2021", + "score": 31.22, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2020", + "score": 33.17, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2019", + "score": 54.53, + "grade": "B+", + "pdEstimate": 4.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-1", + "pdEstimate": 0.08, + "notchAdjustment": null, + "divergenceExplanation": [ + "사업안정성 축이 40점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -622,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -739,6 +1043,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "115480", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.438, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.335, + "direction": "positive", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.438 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -749,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -770,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -791,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -799,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -894,7 +1378,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -905,9 +1389,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -952,9 +1438,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -971,8 +1459,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/115500.json b/landing/lenses/115500.json index b30f0f36f67b37b6c4dd96ebc91ce057fc133eb6..a2b96a90a9ff423d8702ff6abd76d4a3e63804a1 100644 --- a/landing/lenses/115500.json +++ b/landing/lenses/115500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1221,8 +1221,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115530.json b/landing/lenses/115530.json index 073a02acfcd93b29d23f1821c6bea521c06092b2..3a7516e4adc418121e415af0ff7d40e961df78d2 100644 --- a/landing/lenses/115530.json +++ b/landing/lenses/115530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.4점 하향 (PD 23.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.4점 하향 (PD 23.52%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1264,8 +1264,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115570.json b/landing/lenses/115570.json index 96c397af439913a1bcfd9fe54cfd5f144174cf69..627230dc262e9a41c302caa7bf0c9316fcc6faca 100644 --- a/landing/lenses/115570.json +++ b/landing/lenses/115570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115610.json b/landing/lenses/115610.json index 314480d2612da9745cbb6696b16d6457ee6347b7..6694f8707a60c9232861ddd1d9623c83c9226bf2 100644 --- a/landing/lenses/115610.json +++ b/landing/lenses/115610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1011,8 +1011,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1119,10 +1119,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1140,8 +1140,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,10 +1165,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117580.json b/landing/lenses/117580.json index bd33782c730e643a2550e4382fa768e158d6faf5..7218df1d8ac5c056121301ecc5d8317a636b1c80 100644 --- a/landing/lenses/117580.json +++ b/landing/lenses/117580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 14.51, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 15.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 14.51, + "score": 15.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 15.29, + "score": 16.58, "assumptions": { "scenarioStress": "moderate" } @@ -917,7 +917,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 4.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.21%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117670.json b/landing/lenses/117670.json index 07978b749e2b0dbd02cd5014c55d22107ff9f0ec..9042a74f43d11b0411a0b4195602c2e723b9a0ba 100644 --- a/landing/lenses/117670.json +++ b/landing/lenses/117670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -866,14 +866,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -993,19 +993,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1019,8 +1019,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,17 +1064,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1135,13 +1135,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1150,7 +1150,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1184,8 +1184,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117730.json b/landing/lenses/117730.json index 16553fd719c81b7191b293372a5c7f281974ab88..c705e9ea9072aa76ab2439240b27b3af3d413879 100644 --- a/landing/lenses/117730.json +++ b/landing/lenses/117730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -962,15 +962,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -995,8 +995,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1008,7 +1008,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1028,8 +1028,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1041,17 +1041,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1061,7 +1061,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1120,7 +1120,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1129,7 +1129,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1163,8 +1163,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1364,12 +1364,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3afb4a8f9de2", + "target": "117730", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/118000.json b/landing/lenses/118000.json index b034a36ef6a9511e588bbd8f3a1a3cd588d8ff51..abab3e7cb623096963c4933ea6bccec12c7c83d6 100644 --- a/landing/lenses/118000.json +++ b/landing/lenses/118000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.70%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1262,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/118990.json b/landing/lenses/118990.json index 6e7404ed14036f4045e0221f844ec0bf0c5eac58..0125e8c4bbd9b5590d39f235cde87f203eb10638 100644 --- a/landing/lenses/118990.json +++ b/landing/lenses/118990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1075,7 +1075,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1243,8 +1243,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1593,7 +1593,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1615,7 +1615,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1633,15 +1633,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/119500.json b/landing/lenses/119500.json index 31ee0653e401dbddc48df347f83ce3af57219a91..e9b27d0102d8ae96b2eac2e79f1192b6733eeac4 100644 --- a/landing/lenses/119500.json +++ b/landing/lenses/119500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1229,8 +1229,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119610.json b/landing/lenses/119610.json index 96ee16ef7438e1b24c3e27899981907926fc28b2..8b5b3ea7525ae0bf5d0bbcc04b17cccb9e7a805e 100644 --- a/landing/lenses/119610.json +++ b/landing/lenses/119610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 4.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 4.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,8 +1459,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/119650.json b/landing/lenses/119650.json index a31e2004ffc3de2f3a995660a5907a1eb54581da..42d9c6e936e2ae18081e1ade98a3243316dfa6c6 100644 --- a/landing/lenses/119650.json +++ b/landing/lenses/119650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1218,8 +1218,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119830.json b/landing/lenses/119830.json index 7ac2fd02f6b12b7434977696d50c64faa107b150..10f77008d6878c7ca6c634581b15fac6a2406e79 100644 --- a/landing/lenses/119830.json +++ b/landing/lenses/119830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119850.json b/landing/lenses/119850.json index be53fe034b950fc70e660a8e6d2299dd4afad69d..7599606872cb9619a310b3b99574fc1ade836c95 100644 --- a/landing/lenses/119850.json +++ b/landing/lenses/119850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/120030.json b/landing/lenses/120030.json index b57c9670aed5a9ad9965f49809c07fdf82e20db4..5eeebf6f079db28931ffd8e17697692f957dbd7f 100644 --- a/landing/lenses/120030.json +++ b/landing/lenses/120030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1221,8 +1221,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/120110.json b/landing/lenses/120110.json index 4b144b6db2a6461c46bbc1da5672269d9a17fc89..5a2d04e83dad6196667b8305342d3f6a3790d617 100644 --- a/landing/lenses/120110.json +++ b/landing/lenses/120110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1262,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1471,7 +1471,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1493,7 +1493,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1511,8 +1511,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/120240.json b/landing/lenses/120240.json index 022fdbb780be3e288509e15d10d6955fdf9f88df..9049bc8d6ece9425a3f3b65f79db86c22a88bbdf 100644 --- a/landing/lenses/120240.json +++ b/landing/lenses/120240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1209,8 +1209,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121440.json b/landing/lenses/121440.json index 88f04e1b0860ceedd9fd07fcf55c1ef004dc9e83..000744427e51b4eed5c09cc9beda960908388124 100644 --- a/landing/lenses/121440.json +++ b/landing/lenses/121440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,88 +1462,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3433079352b4", - "target": "121440", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.736 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/121600.json b/landing/lenses/121600.json index 65dfe945f975016d0d89fa9ed95d8defc0df8b68..52b06352cd27aadec11bad37b91995bd912960d6 100644 --- a/landing/lenses/121600.json +++ b/landing/lenses/121600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121800.json b/landing/lenses/121800.json index d6ca5bc13339edf3292eab647c6606e7c12f63c1..f750991c47a230b88bb7fc6fc0fdc145ee9b8181 100644 --- a/landing/lenses/121800.json +++ b/landing/lenses/121800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1231,8 +1231,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121850.json b/landing/lenses/121850.json index 8adc2c21f94341268f08e130f6084986b61f7757..4b6df25141c5f1a2f87f36b7715cd301c7818320 100644 --- a/landing/lenses/121850.json +++ b/landing/lenses/121850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "자본구조 축이 88점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 991.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 997.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1180,8 +1180,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,10 +1196,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1214,10 +1214,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121890.json b/landing/lenses/121890.json index 913ac736aab0cc2a3454326ed6feb6e44b8d4e89..643d8fffc50c640a67bd4cf37774fef46f687c5c 100644 --- a/landing/lenses/121890.json +++ b/landing/lenses/121890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1223,8 +1223,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122310.json b/landing/lenses/122310.json index f002d09e53f1c357efffa1d066b7826520d81015..e2719cf844b563a4a89f2240a22b5296974bb3e6 100644 --- a/landing/lenses/122310.json +++ b/landing/lenses/122310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1039,19 +1039,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,17 +1118,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1197,7 +1197,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1206,7 +1206,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1240,8 +1240,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1441,88 +1441,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:56af0cb7083f", - "target": "122310", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/122350.json b/landing/lenses/122350.json index f61429523c51b5b01759bd6e595de823ccf9cfd7..3fb0d8b9cd8a078deabda6cf1e0cd667c3af5d89 100644 --- a/landing/lenses/122350.json +++ b/landing/lenses/122350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -612,6 +612,318 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "122350", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BB", + "summary": "dCR 위험점수 43.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 26.15, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 3.92, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 49.3, + "unit": "riskScore", + "direction": "negative", + "weight": 30, + "contribution": 14.79, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 42.46, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 6.37, + "sourceRef": "axes.유동성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 레버리지 부담이 있다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/122350/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 보통 수준이다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/122350/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 경기관련소비재 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/122350/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/122350/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/122350/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 49.30, 가중치 30%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/122350/axes/자본구조", + "status": "derived", + "detail": "위험점수 26.15, 가중치 15%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/122350/axes/유동성", + "status": "derived", + "detail": "위험점수 42.46, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/122350/axes/현금흐름", + "status": "derived", + "detail": "위험점수 38.70, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/122350/axes/사업안정성", + "status": "derived", + "detail": "위험점수 31.53, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/122350/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BB", + "score": 43.58, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BB", + "score": 44.05, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 47.79, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2025", + "score": 58.51, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2024", + "score": 53.6, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2023", + "score": 53.85, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2022", + "score": 47.5, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2021", + "score": 53.61, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2020", + "score": 56.42, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2019", + "score": 53.71, + "grade": "B+", + "pdEstimate": 4.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 1.5, + "notchAdjustment": { + "totalNotch": 1, + "reasons": [ + "CAPEX집약 OCF양수 (투자 사이클)" + ] + }, + "divergenceExplanation": [ + "채무상환능력 축이 49점으로 등급 하방 압력", + "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "D/EBITDA 21.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", + "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -622,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -739,6 +1051,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "122350", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.85, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.555, + "direction": "negative", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.5, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.85 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "deteriorationPriced" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "deteriorationPriced" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -749,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -770,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -791,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -799,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -894,7 +1386,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -905,9 +1397,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -952,9 +1446,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -971,8 +1467,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/122450.json b/landing/lenses/122450.json index 88ef388ca6fd7033a358306cd01ab2e6f70f7712..f9faa6240804389f84f1e337806376182fb8cf5c 100644 --- a/landing/lenses/122450.json +++ b/landing/lenses/122450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122640.json b/landing/lenses/122640.json index 08d0996a959ac17104284d5b15c3dd58f744547e..683fc2c7ea75cb934e072e07020d80a49e281a30 100644 --- a/landing/lenses/122640.json +++ b/landing/lenses/122640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122690.json b/landing/lenses/122690.json index a7fde79743ed793934899f7b6cde43443e53f76b..273936194b1d30e7504ab26fe028863870cf8e87 100644 --- a/landing/lenses/122690.json +++ b/landing/lenses/122690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "현금흐름 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 13.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 13.50%). 최근 주가 하락이 반영된 결과", "D/EBITDA 34.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1263,8 +1263,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122830.json b/landing/lenses/122830.json index 7e5b3f0455499a9ec6549ab89d99864d5a2e73c4..81ebd88a78aede4edc3cb002f26b44a1ea1142d6 100644 --- a/landing/lenses/122830.json +++ b/landing/lenses/122830.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -480,8 +480,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/122870.json b/landing/lenses/122870.json index 7d646bb8541766bb6258ac7845d33792f8f2dcb9..bd92e18819fa1e851e51541d005fdf7714eb9b29 100644 --- a/landing/lenses/122870.json +++ b/landing/lenses/122870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122900.json b/landing/lenses/122900.json index 4c981f0dad7d9acfe4130a64d4c5969cf6aa71b4..450ed442a6bd1648fb79524d95efa59603d26d03 100644 --- a/landing/lenses/122900.json +++ b/landing/lenses/122900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1514,7 +1514,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1536,7 +1536,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1554,15 +1554,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/122990.json b/landing/lenses/122990.json index 9772833a933985e2d020182418ee7a5ba00ff934..570ce3cdb1a996600b481ac1c677fd77c9a1adb4 100644 --- a/landing/lenses/122990.json +++ b/landing/lenses/122990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/123010.json b/landing/lenses/123010.json index b846f9ca648c31683eacaa0490a71bcf61c4dad3..439b961c13cc4c369c9711470262fcefd041ed51 100644 --- a/landing/lenses/123010.json +++ b/landing/lenses/123010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -548,18 +548,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.96, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 30.92, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,14 +744,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 28.96, + "score": 30.92, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 29.56, + "score": 31.43, "assumptions": { "scenarioStress": "moderate" } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -981,19 +981,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1014,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1133,13 +1133,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1148,7 +1148,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1182,8 +1182,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,10 +1207,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123040.json b/landing/lenses/123040.json index 788aab437bcfe17e6aa7ce638ff79654d964e1b8..ed6b8c95bb74faecb45e8c57fa317afe9041e040 100644 --- a/landing/lenses/123040.json +++ b/landing/lenses/123040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "자본구조 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.55%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123330.json b/landing/lenses/123330.json index a4a0e9ce2a6e8b22bd3f43a0f88a6bb7eb13f5a4..2f8ebf9db33e08a7bba5641cee85eb45da8e3643 100644 --- a/landing/lenses/123330.json +++ b/landing/lenses/123330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/123410.json b/landing/lenses/123410.json index 944ab3709c9531ae6158f9c992ea598f8d693722..e2015f40f377414762eb991fd7e5ee70664d176b 100644 --- a/landing/lenses/123410.json +++ b/landing/lenses/123410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123420.json b/landing/lenses/123420.json index e61d22cb2c3d45160ffb6b7a50e48288a598dc3e..e302e76b1511b0a34d8beb49659abb499e489531 100644 --- a/landing/lenses/123420.json +++ b/landing/lenses/123420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123570.json b/landing/lenses/123570.json index 1d4b8022674ac72ea563c74937218177ed9327c1..631bd12e77067983a22269f4e510d5dc4c4b6c8e 100644 --- a/landing/lenses/123570.json +++ b/landing/lenses/123570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123690.json b/landing/lenses/123690.json index dffd5db66d1edd490f2dd5262b7732240881f8b3..4b592d02ad7a3c2d21a2e47d227866f49b7f752d 100644 --- a/landing/lenses/123690.json +++ b/landing/lenses/123690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123700.json b/landing/lenses/123700.json index 668d920d2591ec8cff4dbfc2cc18090542dc657c..06bddf205ee64b0e96f8731ff978292fa55c6c52 100644 --- a/landing/lenses/123700.json +++ b/landing/lenses/123700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,10 +1134,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1249,8 +1249,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123750.json b/landing/lenses/123750.json index 978c3c9ebf6c1d837402d70d83770dae8d184a8e..d43529627dee204fa1241e4664d4bbff4520de08 100644 --- a/landing/lenses/123750.json +++ b/landing/lenses/123750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123840.json b/landing/lenses/123840.json index 422c6dc92fdc16ea4b42a0c3cc2d196ee2aff30f..dcbfa8f23a20360e7878686ef6e0d4d67d0058be 100644 --- a/landing/lenses/123840.json +++ b/landing/lenses/123840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 465.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 462.90%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -981,19 +981,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1014,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1139,7 +1139,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1148,7 +1148,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1182,8 +1182,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,10 +1207,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1477,12 +1477,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c0762c0bc5fc", + "target": "123840", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.659 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/123860.json b/landing/lenses/123860.json index 4763839cd58a28e3433ae02cb7fccdcfeaed5c63..1733c84fe450a8a030560e3482b7f10c4f9f3db2 100644 --- a/landing/lenses/123860.json +++ b/landing/lenses/123860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,7 +925,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1228,8 +1228,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123890.json b/landing/lenses/123890.json index e31a445c6524cc97ade3ece6577dcf472dc65c2e..c057fb1d8fe063d953528d0e92932ced44ffd8d6 100644 --- a/landing/lenses/123890.json +++ b/landing/lenses/123890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -918,8 +918,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/124500.json b/landing/lenses/124500.json index bc2520b7e425c1d8fa957e3627789df78e215cf7..f1053da348b152e259eae2ab8ca7d150d44e83b2 100644 --- a/landing/lenses/124500.json +++ b/landing/lenses/124500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/124560.json b/landing/lenses/124560.json index 4e64e6da10fdefccf1544cea68c540f1c8c32001..b8249bedc343a310a67c9224db5ff27bea50134d 100644 --- a/landing/lenses/124560.json +++ b/landing/lenses/124560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1225,8 +1225,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/125020.json b/landing/lenses/125020.json index 80d9e83938dd88632a3c135b01d47ec978997db5..2c4cfccea952b916b5adb0eab49df7dc60a3f389 100644 --- a/landing/lenses/125020.json +++ b/landing/lenses/125020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/125210.json b/landing/lenses/125210.json index d980b6b4b2c30838ce2bce8177ad341e459e789c..3f615a31a5a788d7d603e835c01fc08ee344d816 100644 --- a/landing/lenses/125210.json +++ b/landing/lenses/125210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1034,15 +1034,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1113,17 +1113,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1186,13 +1186,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1201,7 +1201,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1235,8 +1235,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1436,88 +1436,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:07d8a0c4518a", - "target": "125210", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/125490.json b/landing/lenses/125490.json index d308f3863a03cefaa114b13faed8e3a60a6b2c98..917525f0268f921440565dde4990eab5f333f6e7 100644 --- a/landing/lenses/125490.json +++ b/landing/lenses/125490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -498,6 +498,146 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "125490", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": null, + "knowledgeBoundary": "2026-09-20" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.5, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -508,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -529,8 +669,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -550,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -558,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -644,7 +784,7 @@ } }, "statusCounts": { - "partial": 2, + "partial": 3, "blocked": 1, "usable": 1 }, @@ -762,9 +902,25 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -782,7 +938,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/126340.json b/landing/lenses/126340.json index 054740fe81a6046bcce5829d3e868622b08ad107..aff64440f9e9f255b37b0545a6e196526bc11099 100644 --- a/landing/lenses/126340.json +++ b/landing/lenses/126340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "divergenceExplanation": [ "현금흐름 축이 75점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 188.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 107.50%). 최근 주가 하락이 반영된 결과", "D/EBITDA 53.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1037,8 +1037,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,10 +1090,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1205,8 +1205,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,10 +1230,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126560.json b/landing/lenses/126560.json index 77bc71f25ba9dcb62ce07addbba00a537e2a35d3..0cde0de55ae69d35f62982fd18bf245e0b868dec 100644 --- a/landing/lenses/126560.json +++ b/landing/lenses/126560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126600.json b/landing/lenses/126600.json index ab2c1f7ca59d5454f77769413c6b1a3a671f0f4d..6743190d2c756caf367fa2c1f5dd798f31a48d98 100644 --- a/landing/lenses/126600.json +++ b/landing/lenses/126600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126640.json b/landing/lenses/126640.json index b78cefcde4beff077d438f087e7dc4d221e2e39b..c634c86ca697ff5eb26ec542790f3ef7a7f08a7b 100644 --- a/landing/lenses/126640.json +++ b/landing/lenses/126640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1224,8 +1224,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126700.json b/landing/lenses/126700.json index 3521e1546855273a3944374ff96acab5c26e1324..d467b07d5c2124a01047a22f103ab5c0a8e35ff6 100644 --- a/landing/lenses/126700.json +++ b/landing/lenses/126700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.55, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 30.80, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 28.55, + "score": 30.8, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 28.56, + "score": 30.81, "assumptions": { "scenarioStress": "moderate" } @@ -910,6 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126720.json b/landing/lenses/126720.json index 2402192a6e0f796f0863751d45f7bbf5daa3fa58..a78958ef955c20ef851366c57534ba76742969bb 100644 --- a/landing/lenses/126720.json +++ b/landing/lenses/126720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1168,8 +1168,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,10 +1184,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1428,7 +1428,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1450,7 +1450,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1468,8 +1468,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/126730.json b/landing/lenses/126730.json index c718c9a2b38b3cc0316e9ca2fd2d4812f3e1f94a..5fcd8e164934da79532f67258c9970c644b94848 100644 --- a/landing/lenses/126730.json +++ b/landing/lenses/126730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -701,10 +701,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -747,7 +747,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -767,8 +767,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -789,8 +789,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -825,7 +825,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -881,10 +881,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -902,8 +902,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -923,7 +923,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -931,7 +931,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1131,7 +1131,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1153,7 +1153,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1171,8 +1171,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/126870.json b/landing/lenses/126870.json index cbb2aa5021de3f0c3bb2e486622b4551bb288edf..8d318cc792ed393ace689ca6fc24e7564e553935 100644 --- a/landing/lenses/126870.json +++ b/landing/lenses/126870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126880.json b/landing/lenses/126880.json index fe91a33de5aac003d4df0239b3f0da7f67475029..3a04ddc7a7b9a3b8da0e5859557b9fe11e258776 100644 --- a/landing/lenses/126880.json +++ b/landing/lenses/126880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1249,8 +1249,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127120.json b/landing/lenses/127120.json index 6dfd195e119b64893c4f69e168cdcdf079a1483a..90f904e55832de41738e787b13f6f9083c0cd6ac 100644 --- a/landing/lenses/127120.json +++ b/landing/lenses/127120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127710.json b/landing/lenses/127710.json index 3c4805e7a4ba77350ec74a4d847d4f097d51486d..ff74d0d450c0f4dea6a0d8321a93d931be88d71d 100644 --- a/landing/lenses/127710.json +++ b/landing/lenses/127710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127980.json b/landing/lenses/127980.json index 375121aab820c06e9f102e48693e4b87964efde8..9c79d7e87a1e98c21d0e985d61190cd03f03111c 100644 --- a/landing/lenses/127980.json +++ b/landing/lenses/127980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1002,7 +1002,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1170,8 +1170,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/128540.json b/landing/lenses/128540.json index f0711354139f711457f0cb9d2798f299cbc50d47..cfa0b86c896e8ed1741f6f42962d3233716f5847 100644 --- a/landing/lenses/128540.json +++ b/landing/lenses/128540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1066,7 +1066,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1234,8 +1234,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/128660.json b/landing/lenses/128660.json index 78bac57a4b674c5f4c628d559975c92542699795..f550663658dc2091b5ce3ab1d6ab8824d8793b3a 100644 --- a/landing/lenses/128660.json +++ b/landing/lenses/128660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/128820.json b/landing/lenses/128820.json index c4e3ee26edd2da025eea15301d85d98b29eb6796..fb7d2feab0e5f7ce3cfa512d09607fe73e296fad 100644 --- a/landing/lenses/128820.json +++ b/landing/lenses/128820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,10 +1303,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1357,7 +1357,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1673,88 +1673,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:41fa873633f8", - "target": "128820", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.421 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/128940.json b/landing/lenses/128940.json index 9025527bc70a48a2ad79b3988d2af375d3d53b27..d3c142248f22f72eecc85865030c878d1c3076ec 100644 --- a/landing/lenses/128940.json +++ b/landing/lenses/128940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/129260.json b/landing/lenses/129260.json index c874c51f4383e3e28b4441fef773dde472369942..f4f10ec6fe1fe82b8495c69c191663fb0cdfc627 100644 --- a/landing/lenses/129260.json +++ b/landing/lenses/129260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/129890.json b/landing/lenses/129890.json index b59e90e92946ef029aa4eeec50ab16672504e7bb..e7c78babfa773eb5475f412b95c4d183cb1b5d53 100644 --- a/landing/lenses/129890.json +++ b/landing/lenses/129890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -793,7 +793,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -935,19 +935,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -961,8 +961,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -974,7 +974,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -994,8 +994,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1006,17 +1006,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1043,7 +1043,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1083,7 +1083,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1092,7 +1092,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1105,10 +1105,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1126,8 +1126,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/129920.json b/landing/lenses/129920.json index 4e72850f9a9f2d41b15b3a271dac92c116a911dc..b7a4710cbffd5e29aa29af1bb318f1e2c01f3f4c 100644 --- a/landing/lenses/129920.json +++ b/landing/lenses/129920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -496,13 +496,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -564,7 +564,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -905,10 +905,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -938,8 +938,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,10 +991,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1085,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1106,8 +1106,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130500.json b/landing/lenses/130500.json index 6b716f01f61d89730d10786d64ea5dbec1399792..46cbb8bd710e1a3308830eb6500d255f3bedea69 100644 --- a/landing/lenses/130500.json +++ b/landing/lenses/130500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1262,8 +1262,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130580.json b/landing/lenses/130580.json index e97223a6a5d7858e4a46cb86fb68b12f39cf760c..1e3d75cdbca56a6037b532c93545a478cece8c19 100644 --- a/landing/lenses/130580.json +++ b/landing/lenses/130580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130660.json b/landing/lenses/130660.json index d0a30896cf98960bbbcf6c0f966679b5253c40c8..842cec8139dad28a99ee969c14872d8d386850b3 100644 --- a/landing/lenses/130660.json +++ b/landing/lenses/130660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1518,7 +1518,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1540,7 +1540,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1558,15 +1558,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/130740.json b/landing/lenses/130740.json index 82a8c9fd021cab8e118479ab19ed50192db5798e..03418af64aa1d242631e847c346f352161fb6629 100644 --- a/landing/lenses/130740.json +++ b/landing/lenses/130740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131030.json b/landing/lenses/131030.json index 99ccf5ecc634579406f141ab30e293a4430b00fc..659e2c80ca08db8d86a4c748f9d21c92af0c5671 100644 --- a/landing/lenses/131030.json +++ b/landing/lenses/131030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,6 +621,309 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "131030", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2023", + "retrievedAt": "2026-09-20" + }, + "period": "2023", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-AA+", + "summary": "dCR 위험점수 3.05, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 25, + "contribution": 0.0, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.0, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 15.79, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 1.58, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 5.0, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 0.75, + "sourceRef": "axes.현금흐름" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/131030/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 우수하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/131030/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 건강관리 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/131030/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 매우 충분하다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/131030/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/131030/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 0.00, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/131030/axes/자본구조", + "status": "derived", + "detail": "위험점수 1.25, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/131030/axes/유동성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/131030/axes/현금흐름", + "status": "derived", + "detail": "위험점수 5.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/131030/axes/사업안정성", + "status": "derived", + "detail": "위험점수 15.79, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/131030/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-AA+", + "score": 3.05, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-AA+", + "score": 3.06, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.사업안정성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 0.33, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2025", + "score": 1.47, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2024", + "score": 0.35, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2023", + "score": 0.15, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2022", + "score": 0.13, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2021", + "score": 0.14, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2020", + "score": 0.12, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2019", + "score": 0.17, + "grade": "AAA", + "pdEstimate": 0.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.01, + "notchAdjustment": null, + "divergenceExplanation": [ + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -631,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -748,6 +1051,146 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "131030", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": null, + "knowledgeBoundary": "2026-09-20" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.5, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -758,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -779,8 +1222,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -800,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -808,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -902,8 +1345,8 @@ } }, "statusCounts": { - "partial": 2, - "usable": 1 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -914,9 +1357,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -961,9 +1406,25 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -981,7 +1442,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/131090.json b/landing/lenses/131090.json index 1fbc6f07d5aa5ee4a059783f2396241af9d2b3fc..f37b5e65300e86615ef6e6e0f265d44618a87f3c 100644 --- a/landing/lenses/131090.json +++ b/landing/lenses/131090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1243,8 +1243,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131100.json b/landing/lenses/131100.json index 0661f13572dd596ce601132171683bb3bb36cc05..1385aa75572d2bad1581b3cc15583be91bba1cae 100644 --- a/landing/lenses/131100.json +++ b/landing/lenses/131100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 113.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 114.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131180.json b/landing/lenses/131180.json index fd0220a1b143fb875a7840a7b6b2089740142a78..82b04225165c395e5db9eabaf74c6e6f6395603b 100644 --- a/landing/lenses/131180.json +++ b/landing/lenses/131180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131220.json b/landing/lenses/131220.json index 6cd87cbe8d69b99ae7f5a1ad4f1c9233c9eccb30..fc6fca4626f57edcff968bd4da71bddc4dbfc2fe 100644 --- a/landing/lenses/131220.json +++ b/landing/lenses/131220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131290.json b/landing/lenses/131290.json index 4e4048883ce453a4a459a8491d5617aa067b9455..e09c10e62cb25c14ed5d16dc7faf66848a46acc4 100644 --- a/landing/lenses/131290.json +++ b/landing/lenses/131290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131370.json b/landing/lenses/131370.json index 72e077a5c9653c1a1775497e657466fcf80b5117..b790e99ef84b1003e70f131db048f766ed92552a 100644 --- a/landing/lenses/131370.json +++ b/landing/lenses/131370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/131400.json b/landing/lenses/131400.json index 4b25965120132aadee3a2f2589d5076900f71d40..cc015d382eedd29eda94447657b5ed538df23eed 100644 --- a/landing/lenses/131400.json +++ b/landing/lenses/131400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-08", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-08", "period": "2025", "status": "derived", @@ -1056,7 +1056,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-08", "period": "2025", "status": "observed", @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1169,8 +1169,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131760.json b/landing/lenses/131760.json index 2500b1326ca5d16944e7e83568f4ece9061d9cdb..6d5062434ee0cab7c7a42a22a58350df5a265406 100644 --- a/landing/lenses/131760.json +++ b/landing/lenses/131760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 56.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 58.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131970.json b/landing/lenses/131970.json index 5cc5e0ee4979fc6759edc3f5da574dcd2eb90601..ea5430137174037f0b5568898b7211cc2ce580f8 100644 --- a/landing/lenses/131970.json +++ b/landing/lenses/131970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1226,8 +1226,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/133750.json b/landing/lenses/133750.json index c19ca6960744c43e86b1b78c3ab57efb7ab880d5..0452fa8267907978b7312863bc4a9fe81eea9ab0 100644 --- a/landing/lenses/133750.json +++ b/landing/lenses/133750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1242,8 +1242,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/133820.json b/landing/lenses/133820.json index 0aec3b02ad49aa3c7f6af9c3057790b9f371da6e..6ac948dc4a03ef525c27750ee710d527b410d0da 100644 --- a/landing/lenses/133820.json +++ b/landing/lenses/133820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 19.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 15.68%). 최근 주가 하락이 반영된 결과", "D/EBITDA 50.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134060.json b/landing/lenses/134060.json index 7d2048eb5406f30121754b832fd3c19244701e6b..932e38ca1973cfecb00bb29924b0dbb7f33a3ee8 100644 --- a/landing/lenses/134060.json +++ b/landing/lenses/134060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1220,8 +1220,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134380.json b/landing/lenses/134380.json index b26de3a6c58c6f94b2cb9ec8712f1f1b6712b5c7..906bbd9b2ec4fbe931723d740f75184333cb0d8e 100644 --- a/landing/lenses/134380.json +++ b/landing/lenses/134380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1221,8 +1221,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134580.json b/landing/lenses/134580.json index 40e1622382e85c821f21b74b403458baaed183ef..7214d795eb97c006051c5f4a31fc3b3fcd3973eb 100644 --- a/landing/lenses/134580.json +++ b/landing/lenses/134580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 22.89, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 24.89, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 22.89, + "score": 24.89, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 24.47, + "score": 26.47, "assumptions": { "scenarioStress": "moderate" } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134780.json b/landing/lenses/134780.json index 5fa7423988c40c20bce81b4dde836bee86992ff0..91dfc1722ce31e0c47f0632cb52a10e9179dc285 100644 --- a/landing/lenses/134780.json +++ b/landing/lenses/134780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134790.json b/landing/lenses/134790.json index 803a6bf1a0a7b33ebf2e6824f120fe8fe5abb666..222982a9525e3f74daa529f9930f842ba1893c2e 100644 --- a/landing/lenses/134790.json +++ b/landing/lenses/134790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/135160.json b/landing/lenses/135160.json index d6224b501b7eb0d12ca471aa967521b19354dcf5..1b4775f8738edc0f7cb24470d7f2b6c1b7d0eb1a 100644 --- a/landing/lenses/135160.json +++ b/landing/lenses/135160.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -423,8 +423,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/136150.json b/landing/lenses/136150.json index 8d39dfcac6441e5a2a777b6069f4fd1279a43df9..23dcc8a4e0d6f524cdac811b34cdb81b3c8d96b6 100644 --- a/landing/lenses/136150.json +++ b/landing/lenses/136150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -666,8 +666,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/136410.json b/landing/lenses/136410.json index 829d775858e603e0544faf06a1e7e67d7a3e7d8f..52b7aa98b69db210d40e80e25a8f236b893c5b0f 100644 --- a/landing/lenses/136410.json +++ b/landing/lenses/136410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -841,7 +841,7 @@ "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -983,19 +983,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1016,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,17 +1062,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1141,7 +1141,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1150,7 +1150,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1184,8 +1184,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1385,88 +1385,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a118077a0327", - "target": "136410", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/136480.json b/landing/lenses/136480.json index c4a77b76c44e9d6def875dd2e083bb8d08493ac2..54e5627d1c39708d3ad18535f2ea468fedd329a9 100644 --- a/landing/lenses/136480.json +++ b/landing/lenses/136480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1551,12 +1551,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:223c607898a2", + "target": "136480", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.324 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/136490.json b/landing/lenses/136490.json index 415a821417ca14b956da995b3cad6b319b98a13e..94e89debaa9e0cc1d28668bd7181e494c5fb58d3 100644 --- a/landing/lenses/136490.json +++ b/landing/lenses/136490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/136510.json b/landing/lenses/136510.json index 21fa46f3d8faf701b876113065f37b3ebb261633..4b165afb67d0763683c9a4ad52945a23dc4f1b8b 100644 --- a/landing/lenses/136510.json +++ b/landing/lenses/136510.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -423,8 +423,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/136540.json b/landing/lenses/136540.json index 57eaf1cc08d504e09e03b0ff7c4e08283ab0eeac..724ea3df08ff25ee3a4d1c7fbe3261adb49e2c2e 100644 --- a/landing/lenses/136540.json +++ b/landing/lenses/136540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137080.json b/landing/lenses/137080.json index d52d5ffe280d4373b79c8f574de583922a8fd405..b2d743095c22c08e5fe2af4a3be6d0836e55e993 100644 --- a/landing/lenses/137080.json +++ b/landing/lenses/137080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -497,6 +497,292 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "137080", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BB+", + "summary": "dCR 위험점수 33.73, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.0, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 58.24, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 8.74, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 48.12, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 12.03, + "sourceRef": "axes.채무상환능력" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 양호하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/137080/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 우수하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/137080/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/137080/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/137080/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/137080/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 48.12, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/137080/axes/자본구조", + "status": "derived", + "detail": "위험점수 16.55, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/137080/axes/유동성", + "status": "derived", + "detail": "위험점수 58.24, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/137080/axes/현금흐름", + "status": "derived", + "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/137080/axes/사업안정성", + "status": "derived", + "detail": "위험점수 38.69, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/137080/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BB+", + "score": 33.73, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BB+", + "score": 34.79, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 0.52, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2025", + "score": 40.76, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2024", + "score": 59.27, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2023", + "score": 46.66, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2022", + "score": 52.7, + "grade": "B+", + "pdEstimate": 4.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-2", + "pdEstimate": 0.75, + "notchAdjustment": null, + "divergenceExplanation": [ + "유동성 축이 58점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -507,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -624,6 +910,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "137080", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.422, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.865, + "direction": "positive", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.422 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -634,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -655,8 +1121,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -676,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -684,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -779,7 +1245,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -790,9 +1256,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -837,9 +1305,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -856,8 +1326,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/137310.json b/landing/lenses/137310.json index 6ec3ac227fa7d01a0d317ba578bed958e0dd1bc6..2212cce885fa03b70fc050385806e4a5affffa28 100644 --- a/landing/lenses/137310.json +++ b/landing/lenses/137310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1111,8 +1111,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137400.json b/landing/lenses/137400.json index 79cc735dbb787813e8d54b23d3371d48c146cb1f..3a9ce3d85534aca9359e70a58e7d7111bdb1ecc0 100644 --- a/landing/lenses/137400.json +++ b/landing/lenses/137400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "현금흐름 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137940.json b/landing/lenses/137940.json index 305fb53355357a671efe18c49f17caf72723eb35..18e16dc49eeb9f97965ff26a2f242d99da884086 100644 --- a/landing/lenses/137940.json +++ b/landing/lenses/137940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137950.json b/landing/lenses/137950.json index 49bb8f07743366b0f4073d6d21fd08aff22a91a8..7cd16297bf4b32dccf8503d72587d82038eb83a4 100644 --- a/landing/lenses/137950.json +++ b/landing/lenses/137950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1597,88 +1597,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2f4bb0ebc5c1", - "target": "137950", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.759 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/138040.json b/landing/lenses/138040.json index 74453570a75b78a9ab27666ec1a0bb7d380133cc..b08acfb87cf55defd094d41e3c2de2aed2e8cd77 100644 --- a/landing/lenses/138040.json +++ b/landing/lenses/138040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -383,13 +383,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -693,10 +693,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -781,8 +781,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -817,7 +817,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -873,10 +873,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -894,8 +894,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,10 +919,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -937,10 +937,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -991,7 +991,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138070.json b/landing/lenses/138070.json index ece6ba6a39d427d502867a054e636dbdf4d0f8b6..34ab604054655601f2d2d6e378fb210d7e72b54d 100644 --- a/landing/lenses/138070.json +++ b/landing/lenses/138070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138080.json b/landing/lenses/138080.json index 676a874b76443f4b06d76c57febf1089cd440222..e657ba7031b3b044fff943009ed00ae098a4f830 100644 --- a/landing/lenses/138080.json +++ b/landing/lenses/138080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138360.json b/landing/lenses/138360.json index fa705af2045ffddbf5224bf2cd7559c4331c2a55..3c691684665b30afbdbc40526ce7afea59d53ec6 100644 --- a/landing/lenses/138360.json +++ b/landing/lenses/138360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1225,8 +1225,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138490.json b/landing/lenses/138490.json index 5e9e98f5d095aec6c50e1510deb7c54c6fcd9a02..b02bb070ba3bd69ce552d9cb2907cd185ab4beda 100644 --- a/landing/lenses/138490.json +++ b/landing/lenses/138490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-27", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-27", "period": "2025", "status": "derived", @@ -1129,7 +1129,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-27", "period": "2025", "status": "observed", @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1242,8 +1242,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138610.json b/landing/lenses/138610.json index 90921ab78a663123bb702d535eb44c977453c52c..91b0c6d648b00a3230713ca4d0a4f30a53c4d322 100644 --- a/landing/lenses/138610.json +++ b/landing/lenses/138610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1064,7 +1064,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1132,10 +1132,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1153,8 +1153,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138930.json b/landing/lenses/138930.json index cb1369ddb8bd4107f0e0699f059ecc45ad2b0154..f65e9d8d068c22d03b575482a6f98f9362654465 100644 --- a/landing/lenses/138930.json +++ b/landing/lenses/138930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -871,8 +871,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139050.json b/landing/lenses/139050.json index 2100634c5970634c86e68847e94c76115e97f727..e3f8343c66dd740c3843a8f1c57db8906e997a7a 100644 --- a/landing/lenses/139050.json +++ b/landing/lenses/139050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-07", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,7 +1042,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-07", "period": "2025", "status": "derived", @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-07", "period": "2025", "status": "observed", @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1177,8 +1177,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139130.json b/landing/lenses/139130.json index 6eacb2146e77eb582cbd962dfbbbc3eb5e9b3c53..8d645b15b089b98c95a5fa7e048a3b795fd0a6ad 100644 --- a/landing/lenses/139130.json +++ b/landing/lenses/139130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -671,19 +671,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -750,17 +750,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -823,13 +823,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -838,7 +838,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -872,8 +872,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139480.json b/landing/lenses/139480.json index 13f2eb497ed1f73ae47b3178e6e265caa3d0214d..74325960dd8c513920ecfdb8adf9fdc1f61cf1f9 100644 --- a/landing/lenses/139480.json +++ b/landing/lenses/139480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1516,7 +1516,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1538,7 +1538,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1556,8 +1556,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/139670.json b/landing/lenses/139670.json index e8f699bd853b0cfd44412608d7c89b06f7ecbc0c..928f05bf07a0cd2b0093b0a515d5de5228f1781a 100644 --- a/landing/lenses/139670.json +++ b/landing/lenses/139670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139990.json b/landing/lenses/139990.json index a2edd51938b5040479cc7810e95b83b15e446492..162b8e31412e78cb2e0fbeffcd50da89259d768b 100644 --- a/landing/lenses/139990.json +++ b/landing/lenses/139990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "자본구조 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 25.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 25.12%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -921,19 +921,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,17 +1000,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1079,7 +1079,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1088,7 +1088,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1122,8 +1122,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140070.json b/landing/lenses/140070.json index c1a88bf1f23a5fc161766a8ef58d34250f35fda1..e62a236f19960746a9e954a4c05ff2960a2b44e5 100644 --- a/landing/lenses/140070.json +++ b/landing/lenses/140070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1511,7 +1511,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1533,7 +1533,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1551,8 +1551,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/140410.json b/landing/lenses/140410.json index dcf7730e358902c8de21bd0ae750146d909af59b..1b231fb1e84e9a0e626d80722651f3775372f381 100644 --- a/landing/lenses/140410.json +++ b/landing/lenses/140410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2018", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,8 +1103,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140430.json b/landing/lenses/140430.json index 7b666c3ba1ea0c0535bd07c2bb137f9911604114..6340cb46248233f5f3a971a2a2f66727e6e74d86 100644 --- a/landing/lenses/140430.json +++ b/landing/lenses/140430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 12.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 11.15%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -761,14 +761,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -907,8 +907,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -920,8 +920,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -938,10 +938,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -951,7 +951,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -960,7 +960,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1028,10 +1028,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1049,8 +1049,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1070,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1078,7 +1078,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140520.json b/landing/lenses/140520.json index 2bc0d2d407bb57cad62216fead62d8e9f542a056..6d28a23185fa40ccdbcfa6c2af92d08a2d376a52 100644 --- a/landing/lenses/140520.json +++ b/landing/lenses/140520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,10 +1054,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1169,8 +1169,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140670.json b/landing/lenses/140670.json index 41ca0ed1135f254508033fd7049b3ca702a2eca0..f79108bd434aa356c7e2dc311e750e228525a37a 100644 --- a/landing/lenses/140670.json +++ b/landing/lenses/140670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1044,19 +1044,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1245,8 +1245,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1446,12 +1446,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:bc0c2fabb6d8", + "target": "140670", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.581 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/140860.json b/landing/lenses/140860.json index a7694635b5a16ea0af7ad79a99d680c9ccf1080a..f2011dbde36a6536d903fd85a54344955817e8af 100644 --- a/landing/lenses/140860.json +++ b/landing/lenses/140860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/140910.json b/landing/lenses/140910.json index 527d2fd16572ca01ea22258c5c6fc69ad32a815c..46582ccdba530adba0f1388f64239623ca3bb642 100644 --- a/landing/lenses/140910.json +++ b/landing/lenses/140910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-09", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-09", "period": null, "status": "derived", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-09", "period": null, "status": "observed", @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1220,8 +1220,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/141000.json b/landing/lenses/141000.json index fd69da565ce25331a86c8e8b8a1849ab49698799..7ad79f8e15ed82134856821f6d34e438ddf8d8d7 100644 --- a/landing/lenses/141000.json +++ b/landing/lenses/141000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,6 +610,310 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "141000", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-AA-", + "summary": "dCR 위험점수 8.34, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.0, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 38.9, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 3.89, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 9.31, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 2.33, + "sourceRef": "axes.채무상환능력" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/141000/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 우수하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/141000/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/141000/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 매우 충분하다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/141000/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/141000/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 9.31, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/141000/axes/자본구조", + "status": "derived", + "detail": "위험점수 1.29, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/141000/axes/유동성", + "status": "derived", + "detail": "위험점수 6.76, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/141000/axes/현금흐름", + "status": "derived", + "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/141000/axes/사업안정성", + "status": "derived", + "detail": "위험점수 38.90, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/141000/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-AA-", + "score": 8.34, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-AA-", + "score": 8.83, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.사업안정성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 0.44, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2025", + "score": 7.62, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2024", + "score": 4.73, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2023", + "score": 31.96, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2022", + "score": 3.15, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2021", + "score": 1.76, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2020", + "score": 10.22, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2019", + "score": 1.19, + "grade": "AAA", + "pdEstimate": 0.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.03, + "notchAdjustment": null, + "divergenceExplanation": [ + "사업안정성 축이 39점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -620,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -737,6 +1041,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "141000", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.306, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.04, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.25, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.306 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.25 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -747,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -768,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -789,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -797,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -892,7 +1376,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -903,9 +1387,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -950,9 +1436,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -969,8 +1457,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/141080.json b/landing/lenses/141080.json index faeaa8d9c7db25e1eaf17c26519bc7a6745f18c3..96554feb8a684281bab49305f6e0c8f87e6d3488 100644 --- a/landing/lenses/141080.json +++ b/landing/lenses/141080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,8 +1096,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/142210.json b/landing/lenses/142210.json index b454654719e84aa70a189612990504b415a8b37f..076d0e31bcdf25a6cfb071e9c628402b6d909268 100644 --- a/landing/lenses/142210.json +++ b/landing/lenses/142210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 36.60, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 34.35, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 36.6, + "score": 34.35, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 37.74, + "grade": "dCR-BB+", + "score": 35.49, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -931,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1225,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1238,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/142280.json b/landing/lenses/142280.json index 72176c97b0339f7ad4e0a3fcfc60e92e409098bd..9ecfa24a7f0c474983b4b8d59479f137ae2033f9 100644 --- a/landing/lenses/142280.json +++ b/landing/lenses/142280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 27.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/142760.json b/landing/lenses/142760.json index 6a9d9c0af175f9b1acd70c78f3f98d9e957686e0..463e299db93dc9c243a35832284ca80ddd5f14d4 100644 --- a/landing/lenses/142760.json +++ b/landing/lenses/142760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 3715.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 3806.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1180,8 +1180,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143160.json b/landing/lenses/143160.json index 176e516f15e95a3854c2b3846007b3c5714f836f..af60ddf1e8702d8023d85ad26c44504c92eecdf2 100644 --- a/landing/lenses/143160.json +++ b/landing/lenses/143160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143210.json b/landing/lenses/143210.json index da7dc3fed0d8760d7a0757aa2f53c8d553d9c522..275581f418907d9e847f4c9acc4dc72077ff0d63 100644 --- a/landing/lenses/143210.json +++ b/landing/lenses/143210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-23", "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-23", "period": "2022", "status": "derived", @@ -1132,7 +1132,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-23", "period": "2022", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1243,8 +1243,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143240.json b/landing/lenses/143240.json index dc87f0b6b5288d4e8edd4ff70a6e2866b4e3eba3..025ac56bcce7ffb814cc2391a1986b4027ab3b04 100644 --- a/landing/lenses/143240.json +++ b/landing/lenses/143240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -998,8 +998,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,10 +1051,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1064,7 +1064,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1166,8 +1166,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143540.json b/landing/lenses/143540.json index 3fef840f7e759055a67a3e35057746c15bb0098c..d2b1feec8edfbffe38184492c285e53e113af629 100644 --- a/landing/lenses/143540.json +++ b/landing/lenses/143540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/144510.json b/landing/lenses/144510.json index 4fb6f151e74c0e2bb5ac860ca25ab6aa4132c9c3..b9e3ff76dbed22311eb33d11576a3d65d7e8ec88 100644 --- a/landing/lenses/144510.json +++ b/landing/lenses/144510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 78점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 10.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 10.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/144960.json b/landing/lenses/144960.json index 1aa132f90289c17e826cba5f3ff39b6f4028ce73..e74769d972294ef20080b9b21885d96df96e42eb 100644 --- a/landing/lenses/144960.json +++ b/landing/lenses/144960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,10 +1296,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1350,7 +1350,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145020.json b/landing/lenses/145020.json index 324efb39bb68c04017c803f394f34e24f892e371..40631ba444a5f70010c85e84587be69c8569badf 100644 --- a/landing/lenses/145020.json +++ b/landing/lenses/145020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/145170.json b/landing/lenses/145170.json index 09711ef4008f8f71fe637640e2eaf9e61d208efb..f4d3698cf6cb2d6bac0ce93649c0488374dfa1ac 100644 --- a/landing/lenses/145170.json +++ b/landing/lenses/145170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -570,14 +570,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -697,19 +697,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -730,8 +730,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -743,7 +743,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -763,8 +763,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -776,17 +776,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -796,7 +796,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -821,7 +821,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -855,7 +855,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -864,7 +864,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -898,8 +898,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145210.json b/landing/lenses/145210.json index 35ab0dce31933c76415fffa06cdb2041786fab57..0a2d1cc5a3e01f6bb8f2a3cc6f8635f4f8bfef94 100644 --- a/landing/lenses/145210.json +++ b/landing/lenses/145210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 48.55%). 최근 주가 하락이 반영된 결과", "D/EBITDA 45.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-24", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-24", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-24", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1180,8 +1180,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,10 +1196,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1214,10 +1214,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145270.json b/landing/lenses/145270.json index 7145c9bc5d496cbfb8b32bb143830d9b33410ad4..2a61c17de01a2ec612ca67c3b5f17b07eb1327c8 100644 --- a/landing/lenses/145270.json +++ b/landing/lenses/145270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1245,8 +1245,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145720.json b/landing/lenses/145720.json index 1362e2972dcbb75e48786d88e133e0c794caaec7..7da6a41f31bc58f687bebedea621138ba1c41a86 100644 --- a/landing/lenses/145720.json +++ b/landing/lenses/145720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145990.json b/landing/lenses/145990.json index 62637e44cb7589d777981d6f6b32d5c95c3fadfa..9a50e7dabb07eb9cd8130b0b3fbd2605698c0f3b 100644 --- a/landing/lenses/145990.json +++ b/landing/lenses/145990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1249,8 +1249,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/146060.json b/landing/lenses/146060.json index f78ef1b0032e025b340de140f166b37b66287694..e715ff6bcbd50fe67fa8ddbc9e6094c0fc37b9aa 100644 --- a/landing/lenses/146060.json +++ b/landing/lenses/146060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -549,18 +549,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 27.66, 전망 부정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 29.91, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,14 +744,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 27.66, + "score": 29.91, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 28.54, + "score": 30.79, "assumptions": { "scenarioStress": "moderate" } @@ -814,6 +814,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 5.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -828,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -955,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -988,7 +989,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1001,7 +1002,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1021,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1043,8 +1044,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1054,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1079,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1135,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1156,8 +1157,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/146320.json b/landing/lenses/146320.json index 6bc6572bc99bac5bda3e5eff90f217cbebb40235..04ea926263157c7fa9b6092f5cfff2074c74286d 100644 --- a/landing/lenses/146320.json +++ b/landing/lenses/146320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -698,14 +698,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -825,10 +825,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -858,8 +858,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -871,7 +871,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -891,8 +891,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -911,10 +911,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -924,7 +924,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -949,7 +949,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1005,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1026,8 +1026,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1051,10 +1051,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1065,7 +1065,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1089,7 +1089,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/147760.json b/landing/lenses/147760.json index 53aa1fc6f0ac338b19710b8564b24eb2c3b9acae..826f4bcdbc300ef326f780ed3ef5fc24ad2bee36 100644 --- a/landing/lenses/147760.json +++ b/landing/lenses/147760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1213,8 +1213,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/147830.json b/landing/lenses/147830.json index 297e041ebbe383d927e2d6beab308e5a384428bf..90f08be75caa78d24d9cd956b030f4fd5ebf6dd2 100644 --- a/landing/lenses/147830.json +++ b/landing/lenses/147830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1221,8 +1221,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/148140.json b/landing/lenses/148140.json index 0d7c1aa7e2de9c686fbe2e0d777032200099917e..f655b10b01b98084776fa337aa8dfc1d9a4cda9e 100644 --- a/landing/lenses/148140.json +++ b/landing/lenses/148140.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -423,8 +423,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/148150.json b/landing/lenses/148150.json index 43d3abac97cde857cd1a54467bcfa6e1d4da21db..bbb6217722eb7427e7fb4a0883693c0d6eba2401 100644 --- a/landing/lenses/148150.json +++ b/landing/lenses/148150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -803,14 +803,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -930,19 +930,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -963,8 +963,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -976,7 +976,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -996,8 +996,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,17 +1009,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1029,7 +1029,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1088,7 +1088,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1097,7 +1097,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1110,10 +1110,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1131,8 +1131,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1147,10 +1147,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1165,10 +1165,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1488,12 +1488,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:aa9a67601c20", + "target": "148150", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.765 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/148250.json b/landing/lenses/148250.json index d96abd67b8ce6d53a28bc6f2354bbb68a2fd475e..433c3521d611cab96fbf1b0d03d89aad719ca235 100644 --- a/landing/lenses/148250.json +++ b/landing/lenses/148250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 26.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 27.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/148780.json b/landing/lenses/148780.json index 8e334e9edd97927604beffd4ad160da442120197..4aab4414a3054b2708fc36dc2e05aec8f64f3d16 100644 --- a/landing/lenses/148780.json +++ b/landing/lenses/148780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -489,6 +489,287 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "148780", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BBB", + "summary": "dCR 위험점수 23.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.유동성", + "label": "유동성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.0, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 31.67, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 7.92, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 25.0, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 3.75, + "sourceRef": "axes.현금흐름" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/148780/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 보통 수준이다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/148780/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 IT 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/148780/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 매우 충분하다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/148780/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/148780/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 31.67, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/148780/axes/자본구조", + "status": "derived", + "detail": "위험점수 2.12, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/148780/axes/유동성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/148780/axes/현금흐름", + "status": "derived", + "detail": "위험점수 25.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/148780/axes/사업안정성", + "status": "derived", + "detail": "위험점수 17.50, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/148780/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BBB", + "score": 23.66, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB", + "score": 23.86, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 1.99, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2025", + "score": 24.81, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2024", + "score": 24.74, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2023", + "score": 4.75, + "grade": "AA+", + "pdEstimate": 0.01 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.25, + "notchAdjustment": null, + "divergenceExplanation": [ + "채무상환능력 축이 32점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.19%). 최근 주가 하락이 반영된 결과", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -499,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -616,6 +897,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "148780", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.109, + "direction": "neutral", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.05, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.5, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.109 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -626,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -647,8 +1108,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -668,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -676,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -771,7 +1232,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -782,9 +1243,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -829,9 +1292,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -848,8 +1313,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/148930.json b/landing/lenses/148930.json index 4333fbcfe58e45c2af7cc03b4f9f9929aac310c3..b70c78990c883e9ab7027a397823befcf878c409 100644 --- a/landing/lenses/148930.json +++ b/landing/lenses/148930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -757,14 +757,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -884,10 +884,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -917,7 +917,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -930,7 +930,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -950,8 +950,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +983,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1008,7 +1008,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/149950.json b/landing/lenses/149950.json index ef8bb7ea425ec4c20cce22e9ae0571aa0c91f1b1..05ed6172ab061c048e9c51c6f95c1c4c0d4c7f4a 100644 --- a/landing/lenses/149950.json +++ b/landing/lenses/149950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1212,8 +1212,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/149980.json b/landing/lenses/149980.json index b48208fb501699dd710d7b9eb1362830375e2b57..05e6d8ce66df28c40021e5abc6671eb33a3775bf 100644 --- a/landing/lenses/149980.json +++ b/landing/lenses/149980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/150840.json b/landing/lenses/150840.json index b4b939cf6c8f3dbaef6430b2d98a0fbae0cbdb99..b164629a8daddb4d27fecaa2bfde80b164431c7a 100644 --- a/landing/lenses/150840.json +++ b/landing/lenses/150840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-23", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-23", "period": "2025", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-23", "period": "2025", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1174,8 +1174,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1199,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1217,10 +1217,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/150900.json b/landing/lenses/150900.json index 6545be34c8c7482661237bb47f0bfda97cc8f71b..92c44c944b40546d367d4f2de3cb9ef8536f91e7 100644 --- a/landing/lenses/150900.json +++ b/landing/lenses/150900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,15 +1505,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/151860.json b/landing/lenses/151860.json index cb42178815a40ee00f523b4c55327249555f009d..1124635eb7efbb691d864c11752db11130f3b51e 100644 --- a/landing/lenses/151860.json +++ b/landing/lenses/151860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/151910.json b/landing/lenses/151910.json index 4be8d0991276882e0f352309f5744074e6b3b2b9..0b9387b1a2c6bb663a36faf2e2b8a3cb8f487ab4 100644 --- a/landing/lenses/151910.json +++ b/landing/lenses/151910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-11-25", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -551,7 +551,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-11-25", "period": null, "status": "derived", @@ -571,7 +571,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-11-25", "period": null, "status": "observed", @@ -659,10 +659,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -680,8 +680,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -705,10 +705,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -723,10 +723,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -737,7 +737,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -745,7 +745,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -761,7 +761,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -777,7 +777,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153460.json b/landing/lenses/153460.json index a6e827f736abd525bba466cb160fd4749270e6c1..314d0c8eb5749738b62778b4139f59bbbdae317c 100644 --- a/landing/lenses/153460.json +++ b/landing/lenses/153460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1213,8 +1213,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153490.json b/landing/lenses/153490.json index c92d28afd0851273868e377d3fb2ac44c818110d..8df16a33c356d475a90b889a2c8fa452a9e585a1 100644 --- a/landing/lenses/153490.json +++ b/landing/lenses/153490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 8.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.74%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153710.json b/landing/lenses/153710.json index 749c04991d72389b430153d735764af87227009f..2e958cbb67d9b9b1e2bd8af4a5413bab9ba95692 100644 --- a/landing/lenses/153710.json +++ b/landing/lenses/153710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1013,10 +1013,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1124,8 +1124,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153890.json b/landing/lenses/153890.json index 23818b1871c7a1df935590c4474c18eeced91a49..1a02bdc27361f844f462a1f1409494fd1bb3e4f6 100644 --- a/landing/lenses/153890.json +++ b/landing/lenses/153890.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/154030.json b/landing/lenses/154030.json index 1d662bb59400c08e2e5a54df8629f6071228a0b8..78e28af86a213e261e7520e55ed9beeb533f2d31 100644 --- a/landing/lenses/154030.json +++ b/landing/lenses/154030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -891,7 +891,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1066,7 +1066,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1234,8 +1234,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/154040.json b/landing/lenses/154040.json index 407d78f49fb1a89e1b3928d77c2ec3711918bfe9..f0f8b65351dd0f15d5ebf7d32a453344de696dd3 100644 --- a/landing/lenses/154040.json +++ b/landing/lenses/154040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-01", "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1129,7 +1129,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-01", "period": "2023", "status": "derived", @@ -1150,7 +1150,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-01", "period": "2023", "status": "observed", @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/155650.json b/landing/lenses/155650.json index d4f455e7c8a946687d410112207b0b7375ae451b..59de7e564e68759fe163c8ca095238daa571711d 100644 --- a/landing/lenses/155650.json +++ b/landing/lenses/155650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1548,12 +1548,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:af7f8a926359", + "target": "155650", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.74 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/155660.json b/landing/lenses/155660.json index bda500e13fe785791265b1eb8820395f7e3640f2..4f30c2121253f8f61bed9935de5a5d0d4a14fab0 100644 --- a/landing/lenses/155660.json +++ b/landing/lenses/155660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,10 +1134,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1249,8 +1249,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/155960.json b/landing/lenses/155960.json index 7b345cf406f73894c85362c0f28c15bea04bce4a..378e54e22a37d9b68e1bde957a94c9bb509be0ba 100644 --- a/landing/lenses/155960.json +++ b/landing/lenses/155960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1025,10 +1025,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1046,8 +1046,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1071,10 +1071,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1089,10 +1089,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/156100.json b/landing/lenses/156100.json index 260dda97d57a86f3799b5eadf2c47783a46ebb83..5828a798d669013aa9ba26b8128924416c1e8e5e 100644 --- a/landing/lenses/156100.json +++ b/landing/lenses/156100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/158430.json b/landing/lenses/158430.json index 100356fd25dffdb2281e0b3a188bc96cf2c21ee9..4e8510ac1e83b2948a01a7584bffb59d3d2fa7fe 100644 --- a/landing/lenses/158430.json +++ b/landing/lenses/158430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1047,7 +1047,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1215,8 +1215,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/159010.json b/landing/lenses/159010.json index 928b2e72b32afbf8efcfa5ccb6309517363867a2..f55406a8d08e372ade3a790098a3d7cd9dc84a5a 100644 --- a/landing/lenses/159010.json +++ b/landing/lenses/159010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -569,13 +569,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -988,19 +988,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,17 +1067,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1146,7 +1146,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1155,7 +1155,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1189,8 +1189,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1390,88 +1390,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4bc048445c74", - "target": "159010", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/159580.json b/landing/lenses/159580.json index 850296055bd27e2c9147cd3bc7eacb61d567f95f..4cb319503ef36176d5b4b3c2b31ee4ebeb80be56 100644 --- a/landing/lenses/159580.json +++ b/landing/lenses/159580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1507,8 +1507,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/159910.json b/landing/lenses/159910.json index a85aa7d35ec06cc76b3efe8d0414fd0db474e5e7..12ca59b96dd71c8fe978d2005737e7fd96f5bb06 100644 --- a/landing/lenses/159910.json +++ b/landing/lenses/159910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1180,8 +1180,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160190.json b/landing/lenses/160190.json index 23037999a6bf46471850f2ec5925de9f6de91bfa..69b8c2768c0971a4c0eeaf32755b240658fa7fb2 100644 --- a/landing/lenses/160190.json +++ b/landing/lenses/160190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -555,7 +555,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 15.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 14.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -570,14 +570,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -697,10 +697,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -730,7 +730,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -743,7 +743,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -763,8 +763,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -785,8 +785,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -796,7 +796,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -821,7 +821,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -898,8 +898,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1127,7 +1127,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1149,7 +1149,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1167,15 +1167,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/160550.json b/landing/lenses/160550.json index 16a7879c2ab8d1dd2e4065af6e0365f08f39ee9d..5d2b1d1337fcff959549de739883fb4303df38c9 100644 --- a/landing/lenses/160550.json +++ b/landing/lenses/160550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.43%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1197,13 +1197,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1212,7 +1212,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1246,8 +1246,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160600.json b/landing/lenses/160600.json index 0833575cf4c547d6cab6507c9f06c0fed299a573..1349777581f4c8423bbc5dde2f7ccc80871f3e6d 100644 --- a/landing/lenses/160600.json +++ b/landing/lenses/160600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -577,6 +577,94 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "160600", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": null, + "period": null, + "knowledgeBoundary": "2026-09-20" + }, + "status": "blocked", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "blocked", + "score": 8.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -587,10 +675,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -608,8 +696,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -633,10 +721,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -651,10 +739,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -665,7 +753,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -673,7 +761,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -689,7 +777,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -705,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -879,7 +967,7 @@ }, "statusCounts": { "partial": 2, - "blocked": 2 + "blocked": 3 }, "gaps": [ { @@ -1002,9 +1090,32 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict", + "engine": "quant" }, { "id": "macro.company.sectorKey", @@ -1064,7 +1175,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/160980.json b/landing/lenses/160980.json index 2ae7de2eac81d42977c7104fbfed10bdafa314cc..20f6d27c773a41c9202a107ed73de6b8c40f6eac 100644 --- a/landing/lenses/160980.json +++ b/landing/lenses/160980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161000.json b/landing/lenses/161000.json index eccf8836b1decac83739a59df36fdd0550c61253..d204aea10f3f1af080c52fe6e62e9f2a2007f377 100644 --- a/landing/lenses/161000.json +++ b/landing/lenses/161000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,88 +1602,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7e7845601d54", - "target": "161000", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.816 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/161390.json b/landing/lenses/161390.json index 7ab5df83b243a23505c9534d9bd39ed0f6a0fffd..af6afe64db35c469facd5064de9e1ae5315092a9 100644 --- a/landing/lenses/161390.json +++ b/landing/lenses/161390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1610,7 +1610,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1632,7 +1632,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1650,8 +1650,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/161570.json b/landing/lenses/161570.json index aa34bcec00422f9034c13606642c384d0c3b5d3c..6c2554f3abcbf53ac7bf88523018e372e146add1 100644 --- a/landing/lenses/161570.json +++ b/landing/lenses/161570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1075,8 +1075,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,10 +1100,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1118,10 +1118,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161580.json b/landing/lenses/161580.json index c43c9dbf2df9b83cd8c241b633e488f1994f5f86..576b2901092932000788b1142cbfd9162f8489f4 100644 --- a/landing/lenses/161580.json +++ b/landing/lenses/161580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -957,10 +957,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1158,8 +1158,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1382,7 +1382,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1404,7 +1404,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1422,8 +1422,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/161890.json b/landing/lenses/161890.json index fc205c9d744f0160c9ebc479a92fa2593599d128..c1abfc8a7bfb4ba421172974c2d5cf87aa4cc259 100644 --- a/landing/lenses/161890.json +++ b/landing/lenses/161890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/162300.json b/landing/lenses/162300.json index 97d77cc8bd37c8d8bbafdadcc9462f2653fa5d83..cde9bf57a04a9fa0b321d6593e6c24a1105f81ba 100644 --- a/landing/lenses/162300.json +++ b/landing/lenses/162300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -558,13 +558,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -967,19 +967,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1125,7 +1125,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1168,8 +1168,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1369,12 +1369,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3c1909e76752", + "target": "162300", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/163280.json b/landing/lenses/163280.json index d2cfb247ea9470b40c4f44d442cf20159337a7b6..4b8a618d1b8134ed985fd74e757a2ade2683a56a 100644 --- a/landing/lenses/163280.json +++ b/landing/lenses/163280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/163560.json b/landing/lenses/163560.json index b85bd6beaddb650e351cfe7ef0fc7076fff8261e..918e6c278018f8044e5d06c2c45d1c7f0ca2ff5e 100644 --- a/landing/lenses/163560.json +++ b/landing/lenses/163560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/163730.json b/landing/lenses/163730.json index 160fbfdfe849e76035aaf5cdc2e10422361a650d..b624d53f6f4a81bae4f820bdf35a43b39a60a696 100644 --- a/landing/lenses/163730.json +++ b/landing/lenses/163730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -851,15 +851,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -884,8 +884,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -930,17 +930,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -950,7 +950,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1009,7 +1009,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1018,7 +1018,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1052,8 +1052,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,12 +1289,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3d13d94d12fd", + "target": "163730", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.539 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/166090.json b/landing/lenses/166090.json index 0946858ee2515a198aa67d80901ebfa45f937f5e..53f3ac9ebf779c52c0b58731f6b44ba88daaf3ab 100644 --- a/landing/lenses/166090.json +++ b/landing/lenses/166090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1547,88 +1547,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5581f01da3e7", - "target": "166090", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/166480.json b/landing/lenses/166480.json index 1e2f9cbe3b2e99645bcc955194711f47b803e92a..3a6ac81934b07ded4527a0b5f31d18050084d50b 100644 --- a/landing/lenses/166480.json +++ b/landing/lenses/166480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -544,13 +544,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,7 +835,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 16.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 15.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -977,19 +977,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1010,8 +1010,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1043,8 +1043,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,17 +1056,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1076,7 +1076,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1135,7 +1135,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1144,7 +1144,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1178,8 +1178,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1379,88 +1379,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6c460d703420", - "target": "166480", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.567 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/168330.json b/landing/lenses/168330.json index 58580f3fada0ce6fd7489e655761370885bd78d7..280c15661007ba42164ea3b3b05770269cb98921 100644 --- a/landing/lenses/168330.json +++ b/landing/lenses/168330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 12.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 10.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -981,19 +981,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1014,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1133,13 +1133,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1148,7 +1148,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1182,8 +1182,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,10 +1207,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/168360.json b/landing/lenses/168360.json index 2713da92676a87b9333eeba95cec49d088de72b2..77b8e7a3b290eefa37351659dc132828182a567f 100644 --- a/landing/lenses/168360.json +++ b/landing/lenses/168360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,7 +828,7 @@ "divergenceExplanation": [ "채무상환능력 축이 75점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 17.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 25.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1171,8 +1171,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/169330.json b/landing/lenses/169330.json index 90c920e52fe78c59f99155906db7704d7711ac02..788a7b2ea80551c54fc8e9e3c21042b603504b1c 100644 --- a/landing/lenses/169330.json +++ b/landing/lenses/169330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -151,7 +151,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2022", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -196,7 +196,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -241,7 +241,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -286,7 +286,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -984,15 +984,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", @@ -1010,8 +1010,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1043,8 +1043,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,17 +1055,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1132,7 +1132,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1141,7 +1141,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1175,8 +1175,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170030.json b/landing/lenses/170030.json index ff3275a00aeec68bc210756c328bef43da63da30..69c2e33b7d8a4e71bac67b25eb3fd3b2f46348d7 100644 --- a/landing/lenses/170030.json +++ b/landing/lenses/170030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170790.json b/landing/lenses/170790.json index 3938731bf8ea16cddab076d4432a1aaa6dc953df..21beaade2ffff7badbfa23c51d3736fc6ac21fcb 100644 --- a/landing/lenses/170790.json +++ b/landing/lenses/170790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170900.json b/landing/lenses/170900.json index fa274054be0133b88565076ad437e50b255648fc..57568c7b396840ab4b187f296a756efd2840efb8 100644 --- a/landing/lenses/170900.json +++ b/landing/lenses/170900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170920.json b/landing/lenses/170920.json index fb715f4c2374ac396cd8b787b522284a95c8b23c..60cbf1d7a7f20c8b2ccacd5bedb4b71678e5a7e0 100644 --- a/landing/lenses/170920.json +++ b/landing/lenses/170920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/171010.json b/landing/lenses/171010.json index af7c7f4f710d9445a9472db5b3c017a2dd3b30bb..065691f3807f3d898238ddda9e94b9e55fa73335 100644 --- a/landing/lenses/171010.json +++ b/landing/lenses/171010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 14.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 15.65%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/171090.json b/landing/lenses/171090.json index 471ceafb8dafcbf483988f7f3ef0818c45853992..04614c268ed6ca236611d9f6d2e5e715f3b54a25 100644 --- a/landing/lenses/171090.json +++ b/landing/lenses/171090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1198,13 +1198,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1247,8 +1247,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/171120.json b/landing/lenses/171120.json index 637550d8b8cd0bfdd6e3b4e84c5f71b720101ab7..ad1b43b05cee199504a93fb7d0694316e6c59a4a 100644 --- a/landing/lenses/171120.json +++ b/landing/lenses/171120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/172670.json b/landing/lenses/172670.json index a511a4cc4787cca80ec414296fb991bc6bd24cde..222e51e94e9f46ccb4e85d6d1e1adb8bf5afc1fc 100644 --- a/landing/lenses/172670.json +++ b/landing/lenses/172670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -569,13 +569,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1184,8 +1184,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1209,10 +1209,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/173130.json b/landing/lenses/173130.json index fd21dc0091c58222d10641fbc595e777843973c9..6c159b4fccf41f1832735bbb38cbb0c55c08bc7f 100644 --- a/landing/lenses/173130.json +++ b/landing/lenses/173130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -589,6 +589,310 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "173130", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-A+", + "summary": "dCR 위험점수 11.01, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 0.86, + "unit": "riskScore", + "direction": "positive", + "weight": 25, + "contribution": 0.21, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 31.83, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 4.77, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 26.13, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 2.61, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 양호하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/173130/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/173130/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/173130/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/173130/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/173130/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 0.86, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/173130/axes/자본구조", + "status": "derived", + "detail": "위험점수 10.45, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/173130/axes/유동성", + "status": "derived", + "detail": "위험점수 31.83, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/173130/axes/현금흐름", + "status": "derived", + "detail": "위험점수 10.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/173130/axes/사업안정성", + "status": "derived", + "detail": "위험점수 26.13, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/173130/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-A+", + "score": 11.01, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-A+", + "score": 11.67, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 14.15, + "grade": "A", + "pdEstimate": 0.06 + }, + { + "period": "2025", + "score": 7.4, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2024", + "score": 15.6, + "grade": "A", + "pdEstimate": 0.06 + }, + { + "period": "2023", + "score": 14.53, + "grade": "A", + "pdEstimate": 0.06 + }, + { + "period": "2022", + "score": 43.73, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2021", + "score": 11.88, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2020", + "score": 12.25, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2019", + "score": 35.05, + "grade": "BB+", + "pdEstimate": 0.75 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-2", + "pdEstimate": 0.04, + "notchAdjustment": null, + "divergenceExplanation": [ + "유동성 축이 32점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -599,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -716,6 +1020,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "173130", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.563, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.08, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.563 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -726,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -747,8 +1231,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -772,10 +1256,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -786,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -794,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -810,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -954,7 +1438,8 @@ } }, "statusCounts": { - "partial": 3 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -965,9 +1450,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -1012,9 +1499,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1045,8 +1534,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/173940.json b/landing/lenses/173940.json index 330c65bdcbacabd56e7a01b9d813e7e3f93bd9fd..57c0d9d2cda10adeabc6a005061462a356874561 100644 --- a/landing/lenses/173940.json +++ b/landing/lenses/173940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1180,8 +1180,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1389,7 +1389,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1411,7 +1411,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1429,8 +1429,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/174880.json b/landing/lenses/174880.json index ce392d2a41f9ba70d0b53ec8f5a51753fcb7ba92..dc192e6716ce74857a50d97a2b7e45bba1594487 100644 --- a/landing/lenses/174880.json +++ b/landing/lenses/174880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1136,7 +1136,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1249,8 +1249,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/174900.json b/landing/lenses/174900.json index 8d39c5754fe5bf93275f0f719030265c9a3ed515..be87490b90f29348406c497a6b0434c5c4f1fc8c 100644 --- a/landing/lenses/174900.json +++ b/landing/lenses/174900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -539,18 +539,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 24.24, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 26.90, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,14 +735,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 24.24, + "score": 26.9, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 25.06, + "grade": "dCR-BBB-", + "score": 27.6, "assumptions": { "scenarioStress": "moderate" } @@ -758,6 +758,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -844,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -971,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1003,8 +1008,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1023,8 +1028,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1043,7 +1048,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1111,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1132,8 +1137,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1153,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1161,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175140.json b/landing/lenses/175140.json index ad45e05e5a80d730803bc7817fd6ac27593227de..69c32178c2e0b5101a8313dcb82d08ca34a9c351 100644 --- a/landing/lenses/175140.json +++ b/landing/lenses/175140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -980,19 +980,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,17 +1059,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1138,7 +1138,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1147,7 +1147,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1181,8 +1181,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175250.json b/landing/lenses/175250.json index 579d8d410eb9f92c645d2ec5ab7b9ae258e5cd51..0b5b882d45abdf6aa0888af2289a5014d65850bf 100644 --- a/landing/lenses/175250.json +++ b/landing/lenses/175250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -531,18 +531,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 40.85, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 43.10, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,15 +726,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 40.85, + "grade": "dCR-BB-", + "score": 43.1, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 41.52, + "grade": "dCR-BB-", + "score": 43.77, "assumptions": { "scenarioStress": "moderate" } @@ -817,7 +817,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 49점으로 등급 하방 압력", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1164,8 +1164,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175330.json b/landing/lenses/175330.json index f6d4fe963966949e960c476fa3420d88c7fb3588..b9ace4aa5a76f3ed39bff158fc5ea0a85964cb3a 100644 --- a/landing/lenses/175330.json +++ b/landing/lenses/175330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -635,7 +635,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -690,8 +690,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -803,8 +803,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/176750.json b/landing/lenses/176750.json index 46880ca5ccbe47728ac42bd73b3e7aae4f1a95b2..5366f3443d2ba14622a3e50cbbcd82b45458545d 100644 --- a/landing/lenses/176750.json +++ b/landing/lenses/176750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -754,8 +754,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177350.json b/landing/lenses/177350.json index 40da0ef1d2d26aacb96087a4e02f27734b3b0127..f1f0c968303ee4c4fb80af03858c9b3077f4abf3 100644 --- a/landing/lenses/177350.json +++ b/landing/lenses/177350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1244,8 +1244,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177830.json b/landing/lenses/177830.json index 53368554f8b536d6db7749f81fafd48459d41332..e6ab92ef1dc470146f186de113bd17433052e7ea 100644 --- a/landing/lenses/177830.json +++ b/landing/lenses/177830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177900.json b/landing/lenses/177900.json index 01f4e7471064a31ce1ca6410eed6365003e1ed9f..74bb795a4a4468db7c2c92112327d8469b867374 100644 --- a/landing/lenses/177900.json +++ b/landing/lenses/177900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/178320.json b/landing/lenses/178320.json index c3530785abc43340c31151f2ac98bbe811eb0038..1cad8da8c510088ecbf5dcf9ec85514221061795 100644 --- a/landing/lenses/178320.json +++ b/landing/lenses/178320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/178780.json b/landing/lenses/178780.json index 8768d688991b17a934851a5c82570687584cc99a..c2eb99abff8b468c21dcfaa609e54be8b9ab3c72 100644 --- a/landing/lenses/178780.json +++ b/landing/lenses/178780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/178920.json b/landing/lenses/178920.json index 52cc69e8725cb5aa13b0845185f0bf3b35b70cda..52c58ab643adf40e21de66643ba4ea032f5a6f09 100644 --- a/landing/lenses/178920.json +++ b/landing/lenses/178920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1217,8 +1217,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/179290.json b/landing/lenses/179290.json index 54fb25196e6765df4e6a9262f1a316044b1264d5..cd591533a170b85107e0c84e607af38124e066d7 100644 --- a/landing/lenses/179290.json +++ b/landing/lenses/179290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2022", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1080,10 +1080,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1191,8 +1191,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/179530.json b/landing/lenses/179530.json index d23991527ca27f0179ad28d689af0a540e32b225..bd79d004a92a26a17a1a7945b30b77ff09b81dc9 100644 --- a/landing/lenses/179530.json +++ b/landing/lenses/179530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -934,19 +934,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -967,8 +967,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -980,7 +980,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1013,17 +1013,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1033,7 +1033,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1058,7 +1058,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1092,7 +1092,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1101,7 +1101,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1135,8 +1135,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,10 +1160,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1434,12 +1434,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6cf1e6e08adc", + "target": "179530", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.305 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/179720.json b/landing/lenses/179720.json index 62ebf618ed8c619559e65c67204d58f9bbc23c7f..af54aa26f4ee51c632d713935af3b5557add97e9 100644 --- a/landing/lenses/179720.json +++ b/landing/lenses/179720.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/3개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/3개를 확인했습니다." }, "confidence": { "level": "medium", @@ -480,8 +480,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/179900.json b/landing/lenses/179900.json index 8e69422e41d74a5c49d6be65fbe9176e760a4f1b..0120d3113ee83c2eb9b2aa10eba689b4ecaed2cf 100644 --- a/landing/lenses/179900.json +++ b/landing/lenses/179900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1245,8 +1245,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/180060.json b/landing/lenses/180060.json index fd8232d90d5a3e6d56124403ab8f84e1dcf0f791..88f0c2d400ca193585dffdb6457d7eb803634010 100644 --- a/landing/lenses/180060.json +++ b/landing/lenses/180060.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -338,7 +338,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -480,8 +480,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/180400.json b/landing/lenses/180400.json index 990c431fa7d386a696e4688c61dc234894ed37b5..6172636fc0e3f0a234292cfdf554e9505589563e 100644 --- a/landing/lenses/180400.json +++ b/landing/lenses/180400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1180,8 +1180,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/180640.json b/landing/lenses/180640.json index 549ef077a702022b538062ee99021255b43754ce..bfdae9d9e037630d46cf51390ef221234b268130 100644 --- a/landing/lenses/180640.json +++ b/landing/lenses/180640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,8 +1104,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/181710.json b/landing/lenses/181710.json index 091382e57de7809af6a9761730ecff4e3377d35e..ef5252ac6fce3892f305a173a41430a9820c9045 100644 --- a/landing/lenses/181710.json +++ b/landing/lenses/181710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/182360.json b/landing/lenses/182360.json index 08bf05031d18c2a1eebcf206c6ea54ed4eb891b3..ab5220dda3152d0e14b8aac9fcf391ede15ccf2f 100644 --- a/landing/lenses/182360.json +++ b/landing/lenses/182360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,7 +927,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.14%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1116,7 +1116,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1158,8 +1158,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1194,7 +1194,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1250,10 +1250,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1271,8 +1271,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1480,7 +1480,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1502,7 +1502,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1520,15 +1520,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/182400.json b/landing/lenses/182400.json index b5d846bfe95d28db6b8d624a7f0e727240a8bc6f..5ede234847a3a81ed1f07081456f1af11dfbcb7c 100644 --- a/landing/lenses/182400.json +++ b/landing/lenses/182400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-02-13", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-02-13", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-02-13", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1181,8 +1181,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,10 +1197,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1215,10 +1215,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1531,7 +1531,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1553,7 +1553,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1571,7 +1571,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-02-13", "period": "2025", "status": "observed", diff --git a/landing/lenses/183190.json b/landing/lenses/183190.json index 845f1fe12bd6529e344cfd01f6c782a2830c79fa..c803a51219fd45146d921b682d70c6a7594b114e 100644 --- a/landing/lenses/183190.json +++ b/landing/lenses/183190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -608,6 +608,316 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "183190", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BBB", + "summary": "dCR 위험점수 28.25, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 13.81, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 1.38, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 37.63, + "unit": "riskScore", + "direction": "negative", + "weight": 30, + "contribution": 11.29, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 34.91, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 5.24, + "sourceRef": "axes.자본구조" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 레버리지 부담이 있다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/183190/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 보통 수준이다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/183190/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 소재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/183190/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 적정 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/183190/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/183190/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 37.63, 가중치 30%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/183190/axes/자본구조", + "status": "derived", + "detail": "위험점수 34.91, 가중치 15%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/183190/axes/유동성", + "status": "derived", + "detail": "위험점수 20.55, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/183190/axes/현금흐름", + "status": "derived", + "detail": "위험점수 29.14, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/183190/axes/사업안정성", + "status": "derived", + "detail": "위험점수 13.81, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/183190/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BBB", + "score": 28.25, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB", + "score": 29.29, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 20.43, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2025", + "score": 37.65, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2024", + "score": 22.65, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2023", + "score": 20.94, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2022", + "score": 29.92, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2021", + "score": 28.61, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2020", + "score": 15.04, + "grade": "A", + "pdEstimate": 0.06 + }, + { + "period": "2019", + "score": 18.04, + "grade": "A-", + "pdEstimate": 0.08 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.25, + "notchAdjustment": { + "totalNotch": 1, + "reasons": [ + "CAPEX집약 OCF양수 (투자 사이클)" + ] + }, + "divergenceExplanation": [ + "채무상환능력 축이 38점으로 등급 하방 압력", + "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -618,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -735,6 +1045,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "183190", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.85, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.185, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.5, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.85 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "overOptimism" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "overOptimism" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -745,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -766,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -787,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -795,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -890,7 +1380,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -901,9 +1391,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -948,9 +1440,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -963,12 +1457,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5908551d7b34", + "target": "183190", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/183300.json b/landing/lenses/183300.json index 936722d9c915d437967de3bb8e80303913f59105..6e82717afbab67b61800bf561262f7a102844f97 100644 --- a/landing/lenses/183300.json +++ b/landing/lenses/183300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/183350.json b/landing/lenses/183350.json index ee6da4290bdf015f44fa639cb5e472cba352b8c7..66542f20f2b4b6f4c77f0a56ce3f6f22e42d2a5e 100644 --- a/landing/lenses/183350.json +++ b/landing/lenses/183350.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -423,8 +423,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/183490.json b/landing/lenses/183490.json index 867ed27eae4d2ad3f45663023f29ffa224b59633..db484918c97497973dc8e711f70fde3a59207f9b 100644 --- a/landing/lenses/183490.json +++ b/landing/lenses/183490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1058,7 +1058,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1171,8 +1171,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1380,7 +1380,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1402,7 +1402,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1420,7 +1420,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", diff --git a/landing/lenses/184230.json b/landing/lenses/184230.json index bb84ce66558cf7d8a19114e8ec7439db5e940947..ed56676004ac33cbfee2bfbad47879161f9a9027 100644 --- a/landing/lenses/184230.json +++ b/landing/lenses/184230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 27.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/185190.json b/landing/lenses/185190.json index ba04a041c5da3f7021b02b5625493edf443658b7..e3ec3986dd641393b11318bb04ccf333aad7b1cb 100644 --- a/landing/lenses/185190.json +++ b/landing/lenses/185190.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/185490.json b/landing/lenses/185490.json index f78aeae41a15a66a452095276acb02965f64dd1e..b6e973217b14b9305597cfa5096fdef094678903 100644 --- a/landing/lenses/185490.json +++ b/landing/lenses/185490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -920,8 +920,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -933,8 +933,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -952,10 +952,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -965,7 +965,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -982,7 +982,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1065,8 +1065,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1086,7 +1086,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1094,7 +1094,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/185750.json b/landing/lenses/185750.json index ccb77a9c77e1f8e35632e1ed7675e1e4edecdb41..45a07fd57a26954f7ec7d3a43b2cf7cca7796cd3 100644 --- a/landing/lenses/185750.json +++ b/landing/lenses/185750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/186230.json b/landing/lenses/186230.json index 4a66b58d1bf37927241668df6817afdc26edf4ba..8f71e0f938f6c44c818bf53e07630d7831fadcb1 100644 --- a/landing/lenses/186230.json +++ b/landing/lenses/186230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,7 +880,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 10.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 11.60%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -896,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1023,19 +1023,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1056,8 +1056,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,17 +1102,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1147,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1181,7 +1181,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1190,7 +1190,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1224,8 +1224,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187220.json b/landing/lenses/187220.json index a3970c52cc2d40413f675925d3839dd8a568ac86..54307d43b0b2c267a0cbfeae5b2952a774b9173d 100644 --- a/landing/lenses/187220.json +++ b/landing/lenses/187220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 13.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 12.62%). 최근 주가 하락이 반영된 결과", "D/EBITDA 124.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187270.json b/landing/lenses/187270.json index 100c60f1b0bd9c8dd8945c24872e2d54b7560e01..761bbce1b8759e82e1dfeeb0e0be28615e41654e 100644 --- a/landing/lenses/187270.json +++ b/landing/lenses/187270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187420.json b/landing/lenses/187420.json index 3e0b83651e5fc84a69fe976fdbdb294b9a6a746b..95a59cf34225d2f3fd714c9f906e165c556881ca 100644 --- a/landing/lenses/187420.json +++ b/landing/lenses/187420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1505,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/187660.json b/landing/lenses/187660.json index e4c8ff6796e6848ef23a86b958795ab00469234d..d927fe36039e0302a7917726d4459b10a6bed05d 100644 --- a/landing/lenses/187660.json +++ b/landing/lenses/187660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -507,18 +507,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 39.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 39.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -703,14 +703,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 39.25, + "score": 39.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 40.28, + "score": 40.54, "assumptions": { "scenarioStress": "moderate" } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -920,19 +920,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -946,8 +946,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,17 +991,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1068,7 +1068,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1077,7 +1077,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1111,8 +1111,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187790.json b/landing/lenses/187790.json index 1ebb5f648faa393e75191f6d45430bfbe8942e87..9b770b2f012f5101803b819662e65357b5cdf46c 100644 --- a/landing/lenses/187790.json +++ b/landing/lenses/187790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187870.json b/landing/lenses/187870.json index 95fc26977cdba95dcedcbcae2287010edfeccdea..20c7f2a52edf936d5b9695c57d44f189dae2fb9d 100644 --- a/landing/lenses/187870.json +++ b/landing/lenses/187870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1242,8 +1242,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/188040.json b/landing/lenses/188040.json index c383477d8748decf41486f0e39a2b15cf95d7c4b..3435732589f2e1916dff1ab824857d3973a389c0 100644 --- a/landing/lenses/188040.json +++ b/landing/lenses/188040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/188260.json b/landing/lenses/188260.json index 4a6f45b0b72c5721ef55461301fad1e9c02a09e5..90a91c9e5c7f25ab7ac007d099e4df4977d3435c 100644 --- a/landing/lenses/188260.json +++ b/landing/lenses/188260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -417,14 +417,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -539,10 +539,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -571,8 +571,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -589,10 +589,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -602,7 +602,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -611,7 +611,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -679,10 +679,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -700,8 +700,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -725,10 +725,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -743,10 +743,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -765,7 +765,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -781,7 +781,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -797,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189300.json b/landing/lenses/189300.json index bf8caea6d9462062ac44dd58917c666c8845c618..5d9adbfa5b040eefbfacbc034d0d84e92034bf86 100644 --- a/landing/lenses/189300.json +++ b/landing/lenses/189300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,8 +1465,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/189330.json b/landing/lenses/189330.json index 8e6dd62c312a980f67879b0783aab677a7fb0d1c..11982876b99c11cc1849c33e8271fa8dccab32a3 100644 --- a/landing/lenses/189330.json +++ b/landing/lenses/189330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -938,8 +938,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1051,8 +1051,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1080,7 +1080,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189690.json b/landing/lenses/189690.json index 5879803d99dd99760545eff7eb49cb8f41ee9b47..72a87d3958d313905841f5f824415f0f6e42be1b 100644 --- a/landing/lenses/189690.json +++ b/landing/lenses/189690.json @@ -20,40 +20,40 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, - "period": "2025", - "knowledgeBoundary": "2026-09-13" + "period": "2026", + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -107,12 +107,12 @@ { "id": "debtRatio", "label": "부채비율", - "value": 7.36, + "value": 6.21, "unit": "%", "direction": "positive", "scoreContribution": 1, "sourceRef": "resilience.leverageTrend", - "period": "2025" + "period": "2026" }, { "id": "interestCoverage", @@ -133,37 +133,37 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,39 +184,39 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, - "period": "2025", + "period": "2026", "status": "derived", "sourceRef": "dartlab://analysis/189690/representative.blocks.earnings.growthTrend", "evidenceRefs": [ @@ -235,37 +235,37 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,39 +286,39 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, - "period": "2025", + "period": "2026", "status": "derived", "sourceRef": "dartlab://analysis/189690/representative.blocks.earnings.growthTrend", "evidenceRefs": [ @@ -561,12 +561,12 @@ { "id": "debtRatio", "label": "부채비율", - "value": 7.36, + "value": 6.21, "unit": "%", "direction": "positive", "scoreContribution": 1, "sourceRef": "resilience.leverageTrend", - "period": "2025" + "period": "2026" }, { "id": "interestCoverage", @@ -599,18 +599,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 4.15, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 4.12, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -641,11 +641,11 @@ { "id": "axis.사업안정성", "label": "사업안정성", - "value": 28.32, + "value": 19.99, "unit": "riskScore", "direction": "negative", "weight": 10, - "contribution": 2.83, + "contribution": 2.0, "sourceRef": "axes.사업안정성" }, { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,7 +771,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/189690/axes/사업안정성", "status": "derived", - "detail": "위험점수 28.32, 가중치 10%" + "detail": "위험점수 19.99, 가중치 10%" }, { "id": "credit.axis.재무신뢰성", @@ -795,14 +795,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 4.15, + "score": 4.12, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA+", - "score": 4.59, + "score": 4.55, "assumptions": { "scenarioStress": "moderate" } @@ -828,6 +828,12 @@ "narratives" ], "gradeHistory": [ + { + "period": "2026", + "score": 0.31, + "grade": "AAA", + "pdEstimate": 0.0 + }, { "period": "2025", "score": 6.05, @@ -869,12 +875,6 @@ "score": 15.13, "grade": "A", "pdEstimate": 0.06 - }, - { - "period": "2018", - "score": 0.21, - "grade": "AAA", - "pdEstimate": 0.0 } ], "coverage": { @@ -884,7 +884,7 @@ "totalWeight": 100.0, "weightCoverage": 95.0 }, - "eCR": "eCR-3", + "eCR": "eCR-4", "pdEstimate": 0.01, "notchAdjustment": null, "divergenceExplanation": [ @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1029,15 +1029,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1062,8 +1062,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1108,17 +1108,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1187,7 +1187,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1196,7 +1196,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1230,8 +1230,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1431,12 +1431,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2c70f82aeaef", + "target": "189690", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2024", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.524 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/189860.json b/landing/lenses/189860.json index b8ed231c81f99ddf36477a4bfa4a08b1fc66d900..969b00d096a1e248315e5ae7c84d73e4c26473bf 100644 --- a/landing/lenses/189860.json +++ b/landing/lenses/189860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1213,8 +1213,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189980.json b/landing/lenses/189980.json index dfa7f1afe92620854f5c4342617e772799343dd0..97d6b292a58c745fa930710000ad185984c0f5bb 100644 --- a/landing/lenses/189980.json +++ b/landing/lenses/189980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/190510.json b/landing/lenses/190510.json index 76dde392c244c36b913d567676e0d14b52a76fe8..903c8af83bfaebc50a37e9a874c2625e38b9faab 100644 --- a/landing/lenses/190510.json +++ b/landing/lenses/190510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/190650.json b/landing/lenses/190650.json index 69922896e7aa77b9fe6ca712e0f5c07e8062a31e..fab2696f23bf7fae268bc054514cbdcb91ead84c 100644 --- a/landing/lenses/190650.json +++ b/landing/lenses/190650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -622,7 +622,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -655,8 +655,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -764,8 +764,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/191410.json b/landing/lenses/191410.json index 1c4ed8cee3f2b606b689ebfc939c3a596fb81315..b7b54788e3fbce67510cbaf2251b99a5bf1c1b32 100644 --- a/landing/lenses/191410.json +++ b/landing/lenses/191410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,6 +611,312 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "191410", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-20" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-B+", + "summary": "dCR 위험점수 48.83, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 25.0, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 3.75, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 56.24, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 14.06, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 49.54, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 7.43, + "sourceRef": "axes.유동성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 레버리지 부담이 있다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/191410/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 보통 수준이다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/191410/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/191410/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/191410/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/191410/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 56.24, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/191410/axes/자본구조", + "status": "derived", + "detail": "위험점수 36.79, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/191410/axes/유동성", + "status": "derived", + "detail": "위험점수 49.54, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/191410/axes/현금흐름", + "status": "derived", + "detail": "위험점수 25.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/191410/axes/사업안정성", + "status": "derived", + "detail": "위험점수 40.49, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/191410/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-B+", + "score": 48.83, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-B+", + "score": 50.13, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 40.93, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2025", + "score": 50.98, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2024", + "score": 67.67, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2023", + "score": 29.45, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2022", + "score": 37.61, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2021", + "score": 44.77, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2020", + "score": 66.93, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2019", + "score": 52.15, + "grade": "B+", + "pdEstimate": 4.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 4.0, + "notchAdjustment": null, + "divergenceExplanation": [ + "채무상환능력 축이 56점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 14.21%). 최근 주가 하락이 반영된 결과", + "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -621,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -738,6 +1044,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "191410", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.541, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 1.0, + "direction": "positive", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.25, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.541 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "confirmation" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.25 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "inconclusive" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "confirmation" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -748,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -769,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -893,7 +1379,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -904,9 +1390,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -951,9 +1439,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -970,8 +1460,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/191420.json b/landing/lenses/191420.json index e63c0e8df65efaaede8d1911137be4cc876d1c6c..e4ff636a6c63e2756af7b88bba3c6b81201dcfa0 100644 --- a/landing/lenses/191420.json +++ b/landing/lenses/191420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 48.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 47.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:96b6dd3fbe4a", + "target": "191420", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/191600.json b/landing/lenses/191600.json index 85e367753f1afdd66c0a9cba73f1b8b571059c38..cc149619673315957e7df95d9739ad30a5cadfae 100644 --- a/landing/lenses/191600.json +++ b/landing/lenses/191600.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -480,8 +480,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/192080.json b/landing/lenses/192080.json index aedd0f1b8fc775af09fc7ea9a93df698a75980d9..60b4fcee4789146d6ec8c496bc49847974f36f01 100644 --- a/landing/lenses/192080.json +++ b/landing/lenses/192080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192250.json b/landing/lenses/192250.json index de2bab1bc209117197f7c5e2fe4faaabe00cedd4..46d32d7d95fadeb597bd8ddf0e4cc7811e3cb538 100644 --- a/landing/lenses/192250.json +++ b/landing/lenses/192250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192390.json b/landing/lenses/192390.json index 1b7de0a841dd3023f6ecd7019f829e55d732b138..31c79e91955104b494991561ebf7c26d51a9d777 100644 --- a/landing/lenses/192390.json +++ b/landing/lenses/192390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/192400.json b/landing/lenses/192400.json index e58680c8c06b17d582722e8feb584828d91928d7..a7c1a96f111eab3b5c98370b96f843f513f76cdb 100644 --- a/landing/lenses/192400.json +++ b/landing/lenses/192400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -902,19 +902,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,17 +981,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1054,13 +1054,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1103,8 +1103,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192410.json b/landing/lenses/192410.json index 9217d59b62e3bf4ca490651c9de57d0061b7007b..28c65c60014673fc09c874d154943963c12eb443 100644 --- a/landing/lenses/192410.json +++ b/landing/lenses/192410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-B", - "summary": "dCR 위험점수 55.43, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 58.52, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-B", - "score": 55.43, + "score": 58.52, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 55.86, + "score": 58.93, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192440.json b/landing/lenses/192440.json index 1f9d63ddc003582651487f7d9d68498cdbe9b25d..88e73e24b848bab61a132f38bd02366a2b02e831 100644 --- a/landing/lenses/192440.json +++ b/landing/lenses/192440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192520.json b/landing/lenses/192520.json index dac5833751f5d05fbc375c94284dd251376b31b8..746463748c94132bf5423c321bb3907cf2619518 100644 --- a/landing/lenses/192520.json +++ b/landing/lenses/192520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192530.json b/landing/lenses/192530.json index 43f64cd0a0f0788827952c3f5a6d8c5cf9c746e3..24009ff31c44afa0b02fcb4ebc806433011ad2c8 100644 --- a/landing/lenses/192530.json +++ b/landing/lenses/192530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192650.json b/landing/lenses/192650.json index f9fb6f4dbdeb9033917cef999b3252bc40cb7ceb..635cbe4a19d7f8d4fe402e2aa7145c4a60d1458d 100644 --- a/landing/lenses/192650.json +++ b/landing/lenses/192650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1065,8 +1065,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1233,8 +1233,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192820.json b/landing/lenses/192820.json index 15cf008fb5a1e3d7decacd3e946add2543fc37e9..1305a96697392e7bc43217eca919ab4995c6ae4f 100644 --- a/landing/lenses/192820.json +++ b/landing/lenses/192820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/193250.json b/landing/lenses/193250.json index 19e7e2d7459efad794a3f9d697f5201390401ae2..fef33972bc0cd5ebccadeb49c02e768d1bf07c9c 100644 --- a/landing/lenses/193250.json +++ b/landing/lenses/193250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -933,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1101,10 +1101,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194370.json b/landing/lenses/194370.json index e3187a954bfd0f4eb5487067394bebea9e74c91a..7ef0146a7c8acf5a7defab59ca0358e4e39807c4 100644 --- a/landing/lenses/194370.json +++ b/landing/lenses/194370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194480.json b/landing/lenses/194480.json index 81fe0df972e5842e320c1a5ff708c4e4ba4e9ef8..0bb768d6715992d36cecf737345898ea7a1f3819 100644 --- a/landing/lenses/194480.json +++ b/landing/lenses/194480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 92.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 98.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194510.json b/landing/lenses/194510.json index 59b944602b12e1f97d6e131879c7c918ffd40ac6..a1ef8c66767d949e35877faae318d3b30fe15c8c 100644 --- a/landing/lenses/194510.json +++ b/landing/lenses/194510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194610.json b/landing/lenses/194610.json index e7ff9ca0369450d0ff0ea6f08194a484efe7ceaa..fab2b00e9ba521c5afc37e3b8414760a28007f3d 100644 --- a/landing/lenses/194610.json +++ b/landing/lenses/194610.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -423,8 +423,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/194700.json b/landing/lenses/194700.json index 494dbf86eb21547f36f66d591e49caf4d7c438a7..923eab72d5186f5992de428b7cb53de5321c83cf 100644 --- a/landing/lenses/194700.json +++ b/landing/lenses/194700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1241,8 +1241,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,7 +1450,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1472,7 +1472,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1490,8 +1490,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/195500.json b/landing/lenses/195500.json index 4bee8985f172facc24c05c9842a972ddfa04608e..152e26a355090cc90d012c66e08c0fd523d13e55 100644 --- a/landing/lenses/195500.json +++ b/landing/lenses/195500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -895,14 +895,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1022,10 +1022,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1183,8 +1183,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,10 +1208,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/195870.json b/landing/lenses/195870.json index 418ae3cff187f3b2ca87159f68c9ebfdd98b55c4..66618000901874ad052f371f27e1d541d717ec36 100644 --- a/landing/lenses/195870.json +++ b/landing/lenses/195870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,15 +1056,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1552,12 +1552,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6d72582decc9", + "target": "195870", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.608 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/195940.json b/landing/lenses/195940.json index ec60b97e4e2d5aeaa1c754a728af80ff811369bd..38347cf26d912d9ecc1003e9f26db1404bcae1dd 100644 --- a/landing/lenses/195940.json +++ b/landing/lenses/195940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1033,10 +1033,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1046,7 +1046,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1055,7 +1055,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1123,10 +1123,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1144,8 +1144,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/195990.json b/landing/lenses/195990.json index b30b7fe6428c93df4ba4485d30a1ba590454fcf9..f5f9498771961f6a4402682ed0480e9074cb97fd 100644 --- a/landing/lenses/195990.json +++ b/landing/lenses/195990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 72.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 72.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,10 +1066,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1181,8 +1181,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196170.json b/landing/lenses/196170.json index 94a33b03ac92ab574266a167e505b13bbcbbdc88..e5057bfe4e1b679d8af4de185787179b361388d2 100644 --- a/landing/lenses/196170.json +++ b/landing/lenses/196170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/196300.json b/landing/lenses/196300.json index 82e353f42814cbce1c8d69e5c7e91f0be325bd96..9adb63c4f51f59e6744af809ae9f9ac2c5888e61 100644 --- a/landing/lenses/196300.json +++ b/landing/lenses/196300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -534,6 +534,312 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "196300", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": { + "latestPeriod": "2023", + "retrievedAt": "2026-09-20" + }, + "period": "2023", + "knowledgeBoundary": "2026-09-20" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BB+", + "summary": "dCR 위험점수 35.74, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 14.77, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 2.95, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 65.0, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 9.75, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 61.17, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 15.29, + "sourceRef": "axes.채무상환능력" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 양호하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/196300/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/196300/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 건강관리 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/196300/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 적정 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/196300/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/196300/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 61.17, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/196300/axes/자본구조", + "status": "derived", + "detail": "위험점수 14.77, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/196300/axes/유동성", + "status": "derived", + "detail": "위험점수 16.09, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/196300/axes/현금흐름", + "status": "derived", + "detail": "위험점수 65.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/196300/axes/사업안정성", + "status": "derived", + "detail": "위험점수 32.45, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/196300/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BB+", + "score": 35.74, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BB+", + "score": 36.68, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 18.36, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2025", + "score": 15.75, + "grade": "A", + "pdEstimate": 0.06 + }, + { + "period": "2024", + "score": 36.95, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2023", + "score": 44.87, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2022", + "score": 49.26, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2021", + "score": 29.04, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2020", + "score": 56.18, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2019", + "score": 36.66, + "grade": "BB+", + "pdEstimate": 0.75 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-6", + "pdEstimate": 0.75, + "notchAdjustment": null, + "divergenceExplanation": [ + "현금흐름 축이 65점으로 등급 하방 압력", + "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.74%). 최근 주가 하락이 반영된 결과", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -544,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -661,6 +967,146 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "196300", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": null, + "knowledgeBoundary": "2026-09-20" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": -0.5, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.5 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-18", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -671,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -692,8 +1138,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -713,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -721,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -815,8 +1261,8 @@ } }, "statusCounts": { - "partial": 2, - "usable": 1 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -827,9 +1273,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -874,9 +1322,25 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -894,7 +1358,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/196450.json b/landing/lenses/196450.json index c4464087257bef1b1a9d5ed869bfdfdfedd67fab..ea20a493cd1b165701948e37235d7277d0bfafd3 100644 --- a/landing/lenses/196450.json +++ b/landing/lenses/196450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-20", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/196490.json b/landing/lenses/196490.json index d06ed502cd7ecc8b9279b94cbc5ff8e1cc8102c3..a8f4866ea01f90a93ec50c2cc281bd0f104436a9 100644 --- a/landing/lenses/196490.json +++ b/landing/lenses/196490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-06", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-06", "period": "2025", "status": "derived", @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-06", "period": "2025", "status": "observed", @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1224,8 +1224,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196700.json b/landing/lenses/196700.json index bb76917a9715dd554a5276706e529a01e4a97129..e096794ad0827bf03a9fa827e2078bc3b8747464 100644 --- a/landing/lenses/196700.json +++ b/landing/lenses/196700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/197140.json b/landing/lenses/197140.json index e0d6dada5a76fbb96dcf4c488e17fd5cdb9bcfaa..6dce85891b2dee2522aeeec7535fe9a0f8a02ac1 100644 --- a/landing/lenses/197140.json +++ b/landing/lenses/197140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,7 +1058,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1223,8 +1223,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/198080.json b/landing/lenses/198080.json index 897d4c66a239d724fdaba0485d79773565cc2979..b14f642dba11469f844395ef233259f6e6bb9a06 100644 --- a/landing/lenses/198080.json +++ b/landing/lenses/198080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -886,14 +886,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1013,19 +1013,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1046,8 +1046,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1059,7 +1059,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,17 +1092,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1171,7 +1171,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1180,7 +1180,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1214,8 +1214,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1415,12 +1415,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:637f7f05b70e", + "target": "198080", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.74 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/198440.json b/landing/lenses/198440.json index 612a770d79c174f862895b71a05189c4bc753723..ed5307df98b7f6d5ac9bddb08ed0110ad098a8ed 100644 --- a/landing/lenses/198440.json +++ b/landing/lenses/198440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 35.74, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 37.99, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 35.74, + "grade": "dCR-BB", + "score": 37.99, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 35.94, + "grade": "dCR-BB", + "score": 38.19, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1214,8 +1214,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/198940.json b/landing/lenses/198940.json index f587b4d6996b57712f6ff9948cf61fd36e0e85e9..b45810394cca4fea9c279b19b18e87335bde76be 100644 --- a/landing/lenses/198940.json +++ b/landing/lenses/198940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -773,7 +773,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.22%). 최근 주가 하락이 반영된 결과", "D/EBITDA 23.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -790,14 +790,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -917,10 +917,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -963,7 +963,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1005,8 +1005,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1041,7 +1041,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1097,10 +1097,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1118,8 +1118,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199430.json b/landing/lenses/199430.json index df9ca3f4ca2155c5188a5841c194d2221d8b2e81..05a99653d7d5d11cc6987d16afa9e520ecd06ad8 100644 --- a/landing/lenses/199430.json +++ b/landing/lenses/199430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -489,18 +489,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 44.50, 전망 안정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 40.53, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,15 +683,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 44.5, + "grade": "dCR-BB", + "score": 40.53, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 45.34, + "grade": "dCR-BB", + "score": 41.43, "assumptions": { "scenarioStress": "moderate" } @@ -744,11 +744,10 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 10.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -763,14 +762,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -890,10 +889,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -936,7 +935,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -956,8 +955,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,8 +977,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1014,7 +1013,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1070,10 +1069,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,8 +1090,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1112,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1120,7 +1119,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199480.json b/landing/lenses/199480.json index fffa91ca218ea8431283a0e733a0663942ea62d7..f1fcc6490d28f73d866c458ee24142b7c2e9b3b8 100644 --- a/landing/lenses/199480.json +++ b/landing/lenses/199480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -788,8 +788,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -901,8 +901,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199550.json b/landing/lenses/199550.json index 5268ccd49112f116c2812a5e4fe7e00572cd5722..cd99eb463b5a3900a2307f320f16a6d5834daac1 100644 --- a/landing/lenses/199550.json +++ b/landing/lenses/199550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -892,19 +892,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1050,7 +1050,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1059,7 +1059,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,88 +1301,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7ca36b73f99c", - "target": "199550", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/199730.json b/landing/lenses/199730.json index 162584ffc930c6420f0a9dec78c98a407f1004c2..ab6bf198dc4bf2ebb96a0d9aaa9d31b1be78ae95 100644 --- a/landing/lenses/199730.json +++ b/landing/lenses/199730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -235,13 +235,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -429,14 +429,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -556,10 +556,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -575,8 +575,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -588,8 +588,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -606,10 +606,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -619,7 +619,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -628,7 +628,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -696,10 +696,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -717,8 +717,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -738,7 +738,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199800.json b/landing/lenses/199800.json index 0049a9885ab7acdecfe470e408b68036482b25fa..fbc2456ee954b9a5ded9f06d798a9156a8eeade4 100644 --- a/landing/lenses/199800.json +++ b/landing/lenses/199800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -878,10 +878,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -911,7 +911,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -924,7 +924,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -944,8 +944,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -977,7 +977,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1079,8 +1079,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199820.json b/landing/lenses/199820.json index 23c08a7a2860cccdc9e390f05ade44da8948b8c3..c9e75cf93bafcfe19fadabc7919a4a928cbf1ce5 100644 --- a/landing/lenses/199820.json +++ b/landing/lenses/199820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "현금흐름 축이 38점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1006,15 +1006,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1039,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,17 +1085,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1158,13 +1158,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1173,7 +1173,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1207,8 +1207,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1408,88 +1408,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9d168f89c688", - "target": "199820", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/200130.json b/landing/lenses/200130.json index 975149112b2491869de70d5a836ae26fd34f64c3..c8646e9d29d4f631c1d08267e55abac7c65ca07d 100644 --- a/landing/lenses/200130.json +++ b/landing/lenses/200130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200230.json b/landing/lenses/200230.json index cc818c5fdcefcc3d190ccd8a2953092d3c2a2a9c..34988f81bf7fe1a61a2bf8a1c8a9c5144749521b 100644 --- a/landing/lenses/200230.json +++ b/landing/lenses/200230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 275.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 267.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200350.json b/landing/lenses/200350.json index 128dc81ea4a818535ee24df41a8532630c70298b..d887ea7936a2a08a90baba4b25e2f18522681e28 100644 --- a/landing/lenses/200350.json +++ b/landing/lenses/200350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -710,14 +710,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -870,8 +870,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -883,7 +883,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -903,8 +903,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -923,10 +923,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -936,7 +936,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -961,7 +961,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1038,8 +1038,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1059,7 +1059,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1067,7 +1067,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200470.json b/landing/lenses/200470.json index d5a57450a09bb6b7f04b046225f87c751c646f74..0a16268bcefd2e8ac51140ebecfe9c588df2ff54 100644 --- a/landing/lenses/200470.json +++ b/landing/lenses/200470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 34.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.69, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 34.58, + "score": 35.69, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 36.03, + "score": 36.93, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1220,8 +1220,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200670.json b/landing/lenses/200670.json index 108874a15f4c8d967010933cf312de545096719f..3246c7280c7d9d4e66612d030a339a5c71e6d065 100644 --- a/landing/lenses/200670.json +++ b/landing/lenses/200670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1222,8 +1222,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200710.json b/landing/lenses/200710.json index 60e0af428e20071eca89259f98f1ee12e94dc699..5edea91dc308954316ee9a5844399aa9c545a547 100644 --- a/landing/lenses/200710.json +++ b/landing/lenses/200710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200780.json b/landing/lenses/200780.json index 7ba25bcb093969404fa0740d1eecd1946abb7dd4..a48e5784124688fe4a30892bc02c4d1018e00718 100644 --- a/landing/lenses/200780.json +++ b/landing/lenses/200780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200880.json b/landing/lenses/200880.json index 4c54fa8e3c4fbcbfabfbc4c491636ec15d7d13f9..c00d111ac2a53b19531aa789b75386ed2571aa28 100644 --- a/landing/lenses/200880.json +++ b/landing/lenses/200880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1263,8 +1263,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/201490.json b/landing/lenses/201490.json index a140712541eaf59b47f324d51bbb64406a664141..fafe002447765d9d4d55996155a10b97d719e613 100644 --- a/landing/lenses/201490.json +++ b/landing/lenses/201490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:efdf3fa97d47", - "target": "201490", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.646 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/203400.json b/landing/lenses/203400.json index 0da8476f7712d1257e4fa22775b1078f59dffd69..042d57e1c6d47763534de7580793bbb1b3271ff5 100644 --- a/landing/lenses/203400.json +++ b/landing/lenses/203400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 295.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 300.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -923,10 +923,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-14", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,7 +989,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-14", "period": "2025", "status": "derived", @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-14", "period": "2025", "status": "observed", @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1124,8 +1124,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1355,7 +1355,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1373,7 +1373,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-14", "period": "2025", "status": "observed", diff --git a/landing/lenses/203450.json b/landing/lenses/203450.json index c5c6c081c00dae5a68744912adc142c9046a60d5..fee51320dc63215d3208875930c7b3491e82d0e2 100644 --- a/landing/lenses/203450.json +++ b/landing/lenses/203450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1248,8 +1248,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/203650.json b/landing/lenses/203650.json index 2c22210e7a0578aa01ac3e2c464d94efafc78473..5eb42f770cf617c655eaed594a36d06d9108863c 100644 --- a/landing/lenses/203650.json +++ b/landing/lenses/203650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/203690.json b/landing/lenses/203690.json index f77c92f2d7acff60c53d4f32f9926d3e1c24c594..2fc7a185f4e8fcd88fc0c52395d522777bc7d4ae 100644 --- a/landing/lenses/203690.json +++ b/landing/lenses/203690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-07", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1181,8 +1181,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204020.json b/landing/lenses/204020.json index f98e5f6d2699f61abdf528dc4c3fb5277309f9c8..0d03dcda8822b7d1256c5327add92969708f3636 100644 --- a/landing/lenses/204020.json +++ b/landing/lenses/204020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1245,8 +1245,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204210.json b/landing/lenses/204210.json index 293526fa900d894880bf9169e243f3ef6591536a..e7ef11685d7ce9b5a871639c86d4c1eea25f2040 100644 --- a/landing/lenses/204210.json +++ b/landing/lenses/204210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -758,14 +758,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-11", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-11", "period": "2025", "status": "derived", @@ -968,7 +968,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-11", "period": "2025", "status": "observed", @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,10 +1106,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1124,10 +1124,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204270.json b/landing/lenses/204270.json index 5afe6d36b0b327ed7f54fcc31b28b461f585ad78..15c1517564b3c58dabd4907aebb185b246dc0585 100644 --- a/landing/lenses/204270.json +++ b/landing/lenses/204270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 14.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 16.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1217,8 +1217,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1426,7 +1426,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1448,7 +1448,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1466,8 +1466,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/204320.json b/landing/lenses/204320.json index c537e51d1c83d74561aeb986f4d5d0a9c9e24e97..17f91fb22b018e400bf9f70143b515da83e38491 100644 --- a/landing/lenses/204320.json +++ b/landing/lenses/204320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1599,12 +1599,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3a2b2ef048a7", + "target": "204320", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.594 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/204610.json b/landing/lenses/204610.json index 6c9e1af935a8bb843dbffa02ffc337040c412aaa..f1b31475cd6815d362e52667a813c1aeaf769902 100644 --- a/landing/lenses/204610.json +++ b/landing/lenses/204610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -970,19 +970,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1003,8 +1003,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1049,17 +1049,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1128,7 +1128,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1137,7 +1137,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1171,8 +1171,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1379,12 +1379,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:379e62598afb", + "target": "204610", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/204620.json b/landing/lenses/204620.json index 79944920cf89331662d6cd3221652a2ed212b333..7408bba88ef45222878ae0105caff932bb953721 100644 --- a/landing/lenses/204620.json +++ b/landing/lenses/204620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204630.json b/landing/lenses/204630.json index cd159194d6022b980bb276d6f79c52e3ef1a1b58..0fe42efb3a0c463cb9e1ca7ff6c1a2c03849bfb0 100644 --- a/landing/lenses/204630.json +++ b/landing/lenses/204630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-17", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-17", "period": "2024", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-17", "period": "2024", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1174,8 +1174,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1199,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1217,10 +1217,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204840.json b/landing/lenses/204840.json index ec396510e278a80c78d413a77300066d65198562..bae1e485a8284f08e6c16f58349f66e8a0fb9bc2 100644 --- a/landing/lenses/204840.json +++ b/landing/lenses/204840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1182,8 +1182,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/205100.json b/landing/lenses/205100.json index 37ef38d37c5a7a5efb193245546ec4b70eb740d8..ebb660dd054d4292653a50e060d194d9df555969 100644 --- a/landing/lenses/205100.json +++ b/landing/lenses/205100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/205470.json b/landing/lenses/205470.json index a2d425a4dbc07543fc78f3a2a9b5d8a141ed7782..3d41bf245313cbcfaeb43671ff66cc53ad324c11 100644 --- a/landing/lenses/205470.json +++ b/landing/lenses/205470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1245,8 +1245,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/205500.json b/landing/lenses/205500.json index 723df37d214a6f26d0d012ed481a377d66a0535d..8a32e118cac893e2b1ca88a062c8ddc01314cd67 100644 --- a/landing/lenses/205500.json +++ b/landing/lenses/205500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -979,19 +979,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1131,13 +1131,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1180,8 +1180,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206400.json b/landing/lenses/206400.json index 8fb4ceae17ab3f7bb94bbf19aa16581ff4cfbaa1..03c81dffde5ce1cc69d229c8ee592384805a8df6 100644 --- a/landing/lenses/206400.json +++ b/landing/lenses/206400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 23.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206560.json b/landing/lenses/206560.json index e262e231e5cdb1f39cb316fb0bbff7cdc62b93ba..091f234a07eddd60ef18fae210aff4f7d16654a7 100644 --- a/landing/lenses/206560.json +++ b/landing/lenses/206560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 64.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 64.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206640.json b/landing/lenses/206640.json index 00eb9ac15e6ee0ad9f93f8d961262ef42e52d875..9c29f98966f2d3d99abc9941cefe900ec9ca63f8 100644 --- a/landing/lenses/206640.json +++ b/landing/lenses/206640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206650.json b/landing/lenses/206650.json index e8bd7db93ccfb2004c8fa74e29571e478b9bb87b..16072c39796345f486fb19bb8d19ab11f8cbed89 100644 --- a/landing/lenses/206650.json +++ b/landing/lenses/206650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1243,8 +1243,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/207760.json b/landing/lenses/207760.json index e72f0b22b81f3b6efdb9852397ba95308fe2c3e6..b49cd69d4c88872d82388e8739edc42f247ede1e 100644 --- a/landing/lenses/207760.json +++ b/landing/lenses/207760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/207940.json b/landing/lenses/207940.json index 9fc46b8d1c6d2da7d78b860d68627ee51bd76d41..82d640c07d65f9d2dd2a876b8e8922fae0eccabd 100644 --- a/landing/lenses/207940.json +++ b/landing/lenses/207940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/208140.json b/landing/lenses/208140.json index 6cbbe9e3e01b6d2fc3610cb4eef31be08f32c5aa..375a4f9a6c1b8a867ecd8401f35dc06957e4c94d 100644 --- a/landing/lenses/208140.json +++ b/landing/lenses/208140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208340.json b/landing/lenses/208340.json index 03578ab3c4a6bed212b10470a720aa4823e373e6..14fe1effb86f190a5bbde4fae3fef2acb6a083fe 100644 --- a/landing/lenses/208340.json +++ b/landing/lenses/208340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -150,7 +150,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -199,7 +199,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -248,7 +248,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-26", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -990,7 +990,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-26", "period": "2025", "status": "derived", @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-26", "period": "2025", "status": "observed", @@ -1124,10 +1124,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1145,8 +1145,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,10 +1170,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1188,10 +1188,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208350.json b/landing/lenses/208350.json index 98e2da2f976b0aa1b21f47270cb5cd5d8c882f51..f3fb4e92072fe74fc065e036e40d18ac018de39d 100644 --- a/landing/lenses/208350.json +++ b/landing/lenses/208350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1249,8 +1249,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208370.json b/landing/lenses/208370.json index 8e8111290c550d54dd99daca7a2cc815bb5fe07c..2c7bea6a2f0255b5ce21046d4fdf4b70fb39e38a 100644 --- a/landing/lenses/208370.json +++ b/landing/lenses/208370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 76.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 74.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208640.json b/landing/lenses/208640.json index 43cdf9e2b80f0b5b0b2727ffa5d60cda12988666..b504fb9df18b9a2d650021490cdcaa1462c947c3 100644 --- a/landing/lenses/208640.json +++ b/landing/lenses/208640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -927,8 +927,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,17 +973,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1046,13 +1046,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1061,7 +1061,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208710.json b/landing/lenses/208710.json index f7b0712b0fe1599f5bf963f2eb286c4000648dd8..cab18c9ea9b92ba681bd66d925f074583c73dd1b 100644 --- a/landing/lenses/208710.json +++ b/landing/lenses/208710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208860.json b/landing/lenses/208860.json index 837a259d51adc8b17d05556cdb1d0285358e1ca5..afd453fdea17a0e8f07934ea3abcfe5b2412905a 100644 --- a/landing/lenses/208860.json +++ b/landing/lenses/208860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-01", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-01", "period": null, "status": "derived", @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-01", "period": null, "status": "observed", @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1214,8 +1214,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/209640.json b/landing/lenses/209640.json index 19cbb90a53a6e9dab9f78e87c59b3b46b68f95db..6643bd5a94148182d4836b3e5ccdc3a3e791e78b 100644 --- a/landing/lenses/209640.json +++ b/landing/lenses/209640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -754,8 +754,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210120.json b/landing/lenses/210120.json index c2164427672c4e06c6b6e4ef7be8d39ff1955372..92a9bef4cf3f254ea41b89422612445d918471fd 100644 --- a/landing/lenses/210120.json +++ b/landing/lenses/210120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -66,10 +66,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -177,7 +177,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -198,7 +198,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -244,7 +244,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -704,14 +704,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -831,10 +831,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -850,8 +850,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -863,8 +863,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -881,10 +881,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -894,7 +894,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -903,7 +903,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -971,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -992,8 +992,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1013,7 +1013,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1021,7 +1021,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210540.json b/landing/lenses/210540.json index 82559cb7b6168e51508ecdb7e5664a7a0ee3bfb1..33be5fa93fb83f6a7461fd3a15a69a2d4e7e7c8a 100644 --- a/landing/lenses/210540.json +++ b/landing/lenses/210540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210980.json b/landing/lenses/210980.json index 805ac06215ba1ba0939bd4da4c43d336370f92aa..b31b9c5959c4d5086fec704d7f8c6f17981bce2f 100644 --- a/landing/lenses/210980.json +++ b/landing/lenses/210980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 79점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/211050.json b/landing/lenses/211050.json index 64e6a5608b916dc2a58a4086fa0e096b2140d8ee..832cb5b615f47e91304636d17dc4091d7af93fff 100644 --- a/landing/lenses/211050.json +++ b/landing/lenses/211050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -881,7 +881,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -901,8 +901,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -923,8 +923,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -959,7 +959,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1036,8 +1036,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1057,7 +1057,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1065,7 +1065,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/211270.json b/landing/lenses/211270.json index eb8d3a762cd5c2662f982ebee66ec6bd7ead3022..5102d8596c2f3e9f3a4cffcf78f3386c006a9634 100644 --- a/landing/lenses/211270.json +++ b/landing/lenses/211270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1222,8 +1222,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/212310.json b/landing/lenses/212310.json index 6ee23e9ac13b01ccd89ce51260a04711cd3d8d8a..e4b70e84ec6f5052326d04feabbf1ae8a35b5cd6 100644 --- a/landing/lenses/212310.json +++ b/landing/lenses/212310.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -407,15 +407,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -428,8 +428,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -449,7 +449,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -457,7 +457,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/212560.json b/landing/lenses/212560.json index efafc8fd048773a72da5cbb06c332853554cfb99..a4d9bcfa4f57b49a99a2a31ea8c7ef35c397a45d 100644 --- a/landing/lenses/212560.json +++ b/landing/lenses/212560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,10 +1114,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1225,8 +1225,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1259,10 +1259,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/212710.json b/landing/lenses/212710.json index 77599207cba0d9948915ce4e10187bd9b501a8c5..a9617506aee8c075e8bc320cfcee6010f6b5acb0 100644 --- a/landing/lenses/212710.json +++ b/landing/lenses/212710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -753,8 +753,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -778,10 +778,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -792,7 +792,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -800,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -816,7 +816,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/213420.json b/landing/lenses/213420.json index 48b2dcb4fd88207d4452cc8e1e0b530b9274d616..88a0e1a8c729e13402eeed805681c93db679014c 100644 --- a/landing/lenses/213420.json +++ b/landing/lenses/213420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/213500.json b/landing/lenses/213500.json index 1be139076c6e65622c2b8eedd6c1528cb7a5d39d..f3d980ddf7e42394e7d3f631a1a48b4ef293ee15 100644 --- a/landing/lenses/213500.json +++ b/landing/lenses/213500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214150.json b/landing/lenses/214150.json index 8c4523f638676a86aaf0c9a9ab3e74d30f7665a5..67dba890cf85b91f72068a050c0b7f9c7878e7bb 100644 --- a/landing/lenses/214150.json +++ b/landing/lenses/214150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1242,8 +1242,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,7 +1451,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1473,7 +1473,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1491,8 +1491,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214180.json b/landing/lenses/214180.json index b6a2e72151313264df6fc583ced8e2036b0cee41..3d30d199ce327781f92271cd6ef07f79c765bc0f 100644 --- a/landing/lenses/214180.json +++ b/landing/lenses/214180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0eed48433cfa", + "target": "214180", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.676 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/214260.json b/landing/lenses/214260.json index 6952e56d8c46c8025198ab967edc75013e4bf5b4..b4c7749a2c8cb1e37e923a4ac9e61d1550db777b 100644 --- a/landing/lenses/214260.json +++ b/landing/lenses/214260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,7 +806,7 @@ "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1149,8 +1149,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1358,7 +1358,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1380,7 +1380,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1398,8 +1398,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214270.json b/landing/lenses/214270.json index 12b3f3a89a41736762b0c7c721a76283188c3c7d..5a538fff08fac21f35ab56793f573caed1ca6790 100644 --- a/landing/lenses/214270.json +++ b/landing/lenses/214270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 9.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 8.79%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214310.json b/landing/lenses/214310.json index c05511fa7d0c0cb4b94258fdd43345119f1a9066..1a42fb97eb2ce6071b590b4f24c533911cecef43 100644 --- a/landing/lenses/214310.json +++ b/landing/lenses/214310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -927,7 +927,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,8 +1059,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,10 +1084,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1102,10 +1102,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214320.json b/landing/lenses/214320.json index 32de346b914bc5d85ce9780a94a6398275ed29d5..17b47a13dba8fbf6b420505e012b2e4ed6fd4619 100644 --- a/landing/lenses/214320.json +++ b/landing/lenses/214320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1505,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214330.json b/landing/lenses/214330.json index 042e9390f88a44d188b1de237ecb422b0a4027e5..50a1fd0d83ffe0a9f7eca9713b925fbf5835c256 100644 --- a/landing/lenses/214330.json +++ b/landing/lenses/214330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 8.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 8.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214370.json b/landing/lenses/214370.json index 2721ecbc0d7f07b1aeef9c0ee08f4da39ad805bf..ae877657b4139a0a9294d5a8ec276d91ddfeb3e3 100644 --- a/landing/lenses/214370.json +++ b/landing/lenses/214370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214390.json b/landing/lenses/214390.json index 19b163d7f470cd62e04d1601dfe911ee6b3bfaf2..b5c7fe24c98fefb5d0991f96a0c2a66684ad636f 100644 --- a/landing/lenses/214390.json +++ b/landing/lenses/214390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1228,8 +1228,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214420.json b/landing/lenses/214420.json index d980caa20f80a707cf1bb6db3aba59d07710998f..78793c2277d04965c3431e9784f0208e1024864b 100644 --- a/landing/lenses/214420.json +++ b/landing/lenses/214420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214430.json b/landing/lenses/214430.json index 9648cf6b6ff00e96bf4257c2c856e751e6195770..9509f0646b64975efa8a1f428e41aa0252a5ab5d 100644 --- a/landing/lenses/214430.json +++ b/landing/lenses/214430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1212,8 +1212,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214450.json b/landing/lenses/214450.json index 3066a963466e0f2c1604d803d9d9c3043b58fc93..3d7d7e51716d471f1cc5fa6a15db2d4fbe3bd26b 100644 --- a/landing/lenses/214450.json +++ b/landing/lenses/214450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214610.json b/landing/lenses/214610.json index 92670680d317846eedbe0eaedc94572e4afc839b..219baa59db0d91d28ee955cb153b3479a4a5f9e7 100644 --- a/landing/lenses/214610.json +++ b/landing/lenses/214610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 59.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 62.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-23", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -975,7 +975,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-23", "period": "2024", "status": "derived", @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-23", "period": "2024", "status": "observed", @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1127,8 +1127,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1148,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214680.json b/landing/lenses/214680.json index 7fb28de6c49bec42c63589330e015fad5324d5e3..ea20f0578977f506bbce76f04cd2536a193881fa 100644 --- a/landing/lenses/214680.json +++ b/landing/lenses/214680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 39.72, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 43.74, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 39.72, + "grade": "dCR-BB-", + "score": 43.74, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 40.41, + "grade": "dCR-BB-", + "score": 44.38, "assumptions": { "scenarioStress": "moderate" } @@ -907,11 +907,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 10.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214870.json b/landing/lenses/214870.json index d2adde2d58a7296a678e1f88c601c8f7458d5ec8..2a228b64e13e391846e417fd4883badf2063d23b 100644 --- a/landing/lenses/214870.json +++ b/landing/lenses/214870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -998,7 +998,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1127,8 +1127,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1170,10 +1170,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215000.json b/landing/lenses/215000.json index 29dec821cba3b8ba2a324a8d18a47f98c209d794..1c8b67d2990f9e810fee13298392d066fcf03802 100644 --- a/landing/lenses/215000.json +++ b/landing/lenses/215000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215090.json b/landing/lenses/215090.json index 440f51d89c51e20e14ea1232719f93887ff26ced..f9b1fe19975ba8500e61b13f7ddb4c92ef8dcd78 100644 --- a/landing/lenses/215090.json +++ b/landing/lenses/215090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1107,10 +1107,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1128,8 +1128,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215100.json b/landing/lenses/215100.json index 837b25dd6363a6d4b21328c0f2cfbb483426b5ec..6343ed69917b933f372c5e7180843d5f58862c75 100644 --- a/landing/lenses/215100.json +++ b/landing/lenses/215100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/215200.json b/landing/lenses/215200.json index 96f677cb861e37a55e1994dc48181ffc93d51f0c..2c0ac8343c03e542a245e4c88cf9be2113f5987c 100644 --- a/landing/lenses/215200.json +++ b/landing/lenses/215200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215360.json b/landing/lenses/215360.json index a3fa6da5d7458fc9877872199dec4ea4eadd3c1d..be209a8b36c49a5ca65028c4b8d0af5ef6b92904 100644 --- a/landing/lenses/215360.json +++ b/landing/lenses/215360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215380.json b/landing/lenses/215380.json index 017f442b164b1e0945b06306103725e70a4a7d0a..d586a8b7f11fa24a73c1d0ec5a7fe9c5c47dd96f 100644 --- a/landing/lenses/215380.json +++ b/landing/lenses/215380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1215,8 +1215,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215480.json b/landing/lenses/215480.json index db334bdd8ea0ab968614082a69aff3199fc5470c..75d1951db1e1d971d4272c5e96f2b6f77e1cdd9d 100644 --- a/landing/lenses/215480.json +++ b/landing/lenses/215480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1263,8 +1263,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1511,12 +1511,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8b22af50b4b9", + "target": "215480", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.83 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/215600.json b/landing/lenses/215600.json index 169f6771f715dad0f0be2ec1c6d6a3d5bf56d5dd..d64808b05f9ea49651f64169d96d84ab2a1088fd 100644 --- a/landing/lenses/215600.json +++ b/landing/lenses/215600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1151,8 +1151,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215790.json b/landing/lenses/215790.json index ab48b89a9908b09745601b22152328dfc50d1734..bd6a896f129c5ac89829243fc322dbd9945a033e 100644 --- a/landing/lenses/215790.json +++ b/landing/lenses/215790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 38.23, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 37.56, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 38.23, + "score": 37.56, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 39.08, + "score": 38.56, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/216050.json b/landing/lenses/216050.json index 088d9f1491977d361750bf7f353d94d53e881f7f..f9a9a3f84709c228814b2d20c5b60473ebdb285f 100644 --- a/landing/lenses/216050.json +++ b/landing/lenses/216050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1249,8 +1249,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/216080.json b/landing/lenses/216080.json index 796b23e6f92931a48c7aac0894a537e4b27c061e..a2d8b07ded206a8f1804b05a677e86d02a9121c6 100644 --- a/landing/lenses/216080.json +++ b/landing/lenses/216080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1052,8 +1052,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1220,8 +1220,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/216400.json b/landing/lenses/216400.json index c788778085f39dd6d384de443fb36deb350ab431..e9dd2f3bd7889531279a2758d9bada5241796f56 100644 --- a/landing/lenses/216400.json +++ b/landing/lenses/216400.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -480,8 +480,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/217190.json b/landing/lenses/217190.json index 185cbb63454a58cae29d4d5a82a5a843690faad5..614c2df6a877164ab3191fe7072438181ec931d4 100644 --- a/landing/lenses/217190.json +++ b/landing/lenses/217190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 36.79, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 34.54, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 36.79, + "score": 34.54, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 37.25, + "grade": "dCR-BB+", + "score": 35.0, "assumptions": { "scenarioStress": "moderate" } @@ -841,11 +841,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -933,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1106,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1261,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217270.json b/landing/lenses/217270.json index 3cd45c69c29f0fa16be129698e017c6462f82c06..1ffaf9cee72c1c6e83f476b1cc90a1c16faf0995 100644 --- a/landing/lenses/217270.json +++ b/landing/lenses/217270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 8.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 8.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217330.json b/landing/lenses/217330.json index cce88faed4fc7971a1ce6b81a1941f60493ff5dd..ca0724684b8853b22adc43409560824771140eee 100644 --- a/landing/lenses/217330.json +++ b/landing/lenses/217330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1164,8 +1164,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1373,7 +1373,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1395,7 +1395,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1413,8 +1413,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/217480.json b/landing/lenses/217480.json index 6e1394ce2c992f5f96ed1b0e3ec4f7e4317e42ad..4d85ee64725ab0901f9dc47716340ebe7ba7673b 100644 --- a/landing/lenses/217480.json +++ b/landing/lenses/217480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-10-02", "period": "2025", "status": "derived", @@ -1056,7 +1056,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-10-02", "period": "2025", "status": "observed", @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1169,8 +1169,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217500.json b/landing/lenses/217500.json index 41594073d8bdd65cff72d8608efb6339744eaf23..37b4b7c4e13c3ea452a758c884d236a38e7c9795 100644 --- a/landing/lenses/217500.json +++ b/landing/lenses/217500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -948,19 +948,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1027,17 +1027,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1106,7 +1106,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1115,7 +1115,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1149,8 +1149,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,10 +1174,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217590.json b/landing/lenses/217590.json index 9131137fa0c8f82232221b0bdd2a139a3eb2e6e7..5dab1e245976dda9afc172a0a7fd947345060650 100644 --- a/landing/lenses/217590.json +++ b/landing/lenses/217590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -527,8 +527,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -558,10 +558,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -669,8 +669,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217620.json b/landing/lenses/217620.json index 816c1730be772ac0325e9312fcf1432def5f4229..7cccfb485d62bdcebc9999ba0de2636f6896cd06 100644 --- a/landing/lenses/217620.json +++ b/landing/lenses/217620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-07", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-07", "period": null, "status": "derived", @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-07", "period": null, "status": "observed", @@ -1173,10 +1173,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1194,8 +1194,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,10 +1219,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217730.json b/landing/lenses/217730.json index a989a139f15ce399f5bb0a6756cb459fc2317cb7..a039875d2abb6e6f4e23977e8980a6a2b1ac4a19 100644 --- a/landing/lenses/217730.json +++ b/landing/lenses/217730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -846,7 +846,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1149,8 +1149,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217820.json b/landing/lenses/217820.json index 54513c19c45c0ad5bc8a3d2a62a77d9aecb518ab..03e91f78666532de5e30e910df9037b2b05c006b 100644 --- a/landing/lenses/217820.json +++ b/landing/lenses/217820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 34.70, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 38.77, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,15 +826,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 34.7, + "grade": "dCR-BB", + "score": 38.77, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 35.21, + "grade": "dCR-BB", + "score": 39.37, "assumptions": { "scenarioStress": "moderate" } @@ -917,10 +917,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.37%). 최근 주가 하락이 반영된 결과", "D/EBITDA 56.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -937,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1064,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,8 +1098,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1110,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,10 +1151,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1188,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1265,8 +1266,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217880.json b/landing/lenses/217880.json index 5be841963afeb060689d1063f6aae29e0b83d9bd..15848b10b90c487f8bd2a07c2cd82469f7b5a56c 100644 --- a/landing/lenses/217880.json +++ b/landing/lenses/217880.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -480,8 +480,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/217950.json b/landing/lenses/217950.json index 5793daca7d53014bba66802bbe9c24ba1b52912f..7dada42671c28769eec558b841e5c1972af6f479 100644 --- a/landing/lenses/217950.json +++ b/landing/lenses/217950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -366,10 +366,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -398,8 +398,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -418,8 +418,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -438,7 +438,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -506,10 +506,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -527,8 +527,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/218150.json b/landing/lenses/218150.json index 57621b8deaa610a745f6e229de955a2296095c8b..af88ab1996204414e633dffeeb5a7bac56e06aec 100644 --- a/landing/lenses/218150.json +++ b/landing/lenses/218150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 29.61, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.86, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 29.61, + "score": 31.86, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 30.17, + "grade": "dCR-BB+", + "score": 32.42, "assumptions": { "scenarioStress": "moderate" } @@ -841,6 +841,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -912,6 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 41점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1086,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1553,88 +1559,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0ce09ce64886", - "target": "218150", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/218410.json b/landing/lenses/218410.json index 8bdcdbf75d706a5034aeecdae5f98dc2de7a560a..823e475a6e359ad7e64dae1e64a1c7a93eb16121 100644 --- a/landing/lenses/218410.json +++ b/landing/lenses/218410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,18 +610,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 13.06, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 10.76, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -805,15 +805,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 13.06, + "grade": "dCR-A+", + "score": 10.76, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 13.58, + "grade": "dCR-A+", + "score": 11.26, "assumptions": { "scenarioStress": "moderate" } @@ -896,11 +896,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.06, + "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1042,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1075,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1088,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1166,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1194,13 +1193,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1209,7 +1208,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1222,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1243,8 +1242,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219130.json b/landing/lenses/219130.json index f8d1cd79ff6471ea0ed2d3c5d83b5ee53b8cdc05..ff6f8da69357657c37c9588f058f29e7766abb8a 100644 --- a/landing/lenses/219130.json +++ b/landing/lenses/219130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1224,8 +1224,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219420.json b/landing/lenses/219420.json index 7fd3f62806f5a6e3aba11954afd2f8c6b59343af..bd2de5acb3eaf93d9eca07fd8f7412f280bdb379 100644 --- a/landing/lenses/219420.json +++ b/landing/lenses/219420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1246,8 +1246,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219550.json b/landing/lenses/219550.json index 6c90a87162e34c27e76b85ec64bb6fce0e7420d8..1d81866edee8d8b8a87dfeb65c5f6397460ce216 100644 --- a/landing/lenses/219550.json +++ b/landing/lenses/219550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 50.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 47.07, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 50.66, + "grade": "dCR-BB-", + "score": 47.07, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 51.64, + "score": 48.12, "assumptions": { "scenarioStress": "moderate" } @@ -838,6 +838,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -905,12 +910,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 4.0, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 11.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1084,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1108,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1213,8 +1217,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219750.json b/landing/lenses/219750.json index cab43326758c406aea414e67af1c20c76ae1933a..585ae788e19c5cbd312246493b2fd4164d59919c 100644 --- a/landing/lenses/219750.json +++ b/landing/lenses/219750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,7 +821,7 @@ "divergenceExplanation": [ "채무상환능력 축이 77점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 101.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 98.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -963,19 +963,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -989,8 +989,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1034,17 +1034,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1054,7 +1054,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1111,7 +1111,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1120,7 +1120,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1154,8 +1154,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220100.json b/landing/lenses/220100.json index bb234177b2d73316ff791240179b2c0a92668b06..0c1bb2dde4bcb2bf8d177129f47b4df8b8288c05 100644 --- a/landing/lenses/220100.json +++ b/landing/lenses/220100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1004,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,10 +1056,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1169,8 +1169,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,10 +1185,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1203,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220180.json b/landing/lenses/220180.json index 7ef330ac8c12588ef0ce82f1920480efbd78aa76..c20913013cd33d3c9c7958ce12dc96c1eb4b2514 100644 --- a/landing/lenses/220180.json +++ b/landing/lenses/220180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,10 +1055,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1170,8 +1170,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220260.json b/landing/lenses/220260.json index 8fbfd7a0461154d200e01fe448bcdcf64ef2527a..649f1704a67298e8fe067e8846cd518da6cec035 100644 --- a/landing/lenses/220260.json +++ b/landing/lenses/220260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -945,14 +945,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1122,10 +1122,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1144,7 +1144,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1233,8 +1233,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,10 +1249,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1267,10 +1267,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/221800.json b/landing/lenses/221800.json index 15295b472544385dfd31b43e0e9bffe452ecfd6e..ca6d7388d80f4e1aba6d255d8ddd355c8f875fbc 100644 --- a/landing/lenses/221800.json +++ b/landing/lenses/221800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -707,8 +707,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/221840.json b/landing/lenses/221840.json index b0fcf96ad0a819ee3c042c762a7d16ae796d670d..de47ed2dacc6925996388243a3918a8960819454 100644 --- a/landing/lenses/221840.json +++ b/landing/lenses/221840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 33.24, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 30.99, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 33.24, + "grade": "dCR-BBB-", + "score": 30.99, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 34.35, + "score": 32.1, "assumptions": { "scenarioStress": "moderate" } @@ -837,6 +837,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -904,11 +909,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 5.22%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -924,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/221980.json b/landing/lenses/221980.json index d9aca5e9193aa664421534c29815dbb828f0f184..06b95650efc66e9217d3ddaf6cd49ade996f49c2 100644 --- a/landing/lenses/221980.json +++ b/landing/lenses/221980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222040.json b/landing/lenses/222040.json index da712f02083c2e993dd919c3c61ed5498613f0de..1d96b00fbb75ef204859970135aa8cd9b75f4a53 100644 --- a/landing/lenses/222040.json +++ b/landing/lenses/222040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222080.json b/landing/lenses/222080.json index 33dd0a27a63a2eb1735fc3498a577d4eb70f16ec..14e22483e9bd10d39009d0ef883c2eded372a541 100644 --- a/landing/lenses/222080.json +++ b/landing/lenses/222080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222110.json b/landing/lenses/222110.json index 88daf53b81894325bd83603311830c38f00de572..bb18001340a90857f2e758eb5e83a6f8ed5da9e0 100644 --- a/landing/lenses/222110.json +++ b/landing/lenses/222110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1148,8 +1148,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222160.json b/landing/lenses/222160.json index ed77408bf56cd9ac7eec6ed694774bdf78a1dcd2..4d86b2b1810fcc3ad76a6988403b384b11e923fd 100644 --- a/landing/lenses/222160.json +++ b/landing/lenses/222160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2022", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-06", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -968,7 +968,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -988,7 +988,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-06", "period": "2025", "status": "derived", @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-06", "period": "2025", "status": "observed", @@ -1102,10 +1102,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1123,8 +1123,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222420.json b/landing/lenses/222420.json index 990ad0b6742fcbd86a2d23aa460601bc0427d563..a862a6c8103b4de939dc989e205d3060d487d91c 100644 --- a/landing/lenses/222420.json +++ b/landing/lenses/222420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,18 +632,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.02, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 32.27, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,15 +827,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 30.02, + "grade": "dCR-BB+", + "score": 32.27, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 30.67, + "grade": "dCR-BB+", + "score": 32.92, "assumptions": { "scenarioStress": "moderate" } @@ -918,10 +918,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 55점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.07%). 최근 주가 하락이 반영된 결과", "D/EBITDA 30.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -937,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1064,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1083,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1117,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1136,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1225,8 +1226,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222800.json b/landing/lenses/222800.json index 18b24171ab8299dfac4679cedb38db2086aa71c3..b71692374ac0c7aee0c57e8b1d4073035f8ce512 100644 --- a/landing/lenses/222800.json +++ b/landing/lenses/222800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222810.json b/landing/lenses/222810.json index c519aaa6b36b05dc7b28979d1edfa98049a1e839..8da741bd0e31f5a8c5b0760b1a10ef0326d997d6 100644 --- a/landing/lenses/222810.json +++ b/landing/lenses/222810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-13", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-13", "period": "2025", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-13", "period": "2025", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1174,8 +1174,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1199,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1217,10 +1217,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222980.json b/landing/lenses/222980.json index e22bd55e1880f739bc3d7692ed23e68e28830462..0d2b774ecee7333d209d2b49326a9756ad1b47b2 100644 --- a/landing/lenses/222980.json +++ b/landing/lenses/222980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1553,88 +1553,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2f573e1521cb", - "target": "222980", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.393 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/223250.json b/landing/lenses/223250.json index 661f4ad3648dc0e3b2d61d2ec58622226b191519..673c556a8fad71a271ccb22c880b31e668818b9b 100644 --- a/landing/lenses/223250.json +++ b/landing/lenses/223250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1001,19 +1001,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1034,8 +1034,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,17 +1080,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1159,7 +1159,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1168,7 +1168,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1202,8 +1202,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1403,12 +1403,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7e972edacf91", + "target": "223250", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.414 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/223310.json b/landing/lenses/223310.json index 32b21d00bdb6a417217086a780b491c4b1c29d1c..b02deb173dea0bd0bcaeee6b60d3a9fff7989e96 100644 --- a/landing/lenses/223310.json +++ b/landing/lenses/223310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 28.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 29.32%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/224060.json b/landing/lenses/224060.json index b5491ee0a00c6a9e0b47ddfb89ef75f400000f97..4c1b4de8bfe62d2c1df2edcaef2ed860d6824cf2 100644 --- a/landing/lenses/224060.json +++ b/landing/lenses/224060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -546,18 +546,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 53.16, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B", + "summary": "dCR 위험점수 56.93, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,15 +741,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 53.16, + "grade": "dCR-B", + "score": 56.93, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 53.78, + "grade": "dCR-B", + "score": 57.42, "assumptions": { "scenarioStress": "moderate" } @@ -832,7 +832,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 4.0, + "pdEstimate": 7.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1011,8 +1011,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,10 +1064,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1179,8 +1179,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/224110.json b/landing/lenses/224110.json index 293a6a35a722aaa1aa947af5a6ee3734a5f7a845..fb6f979071a3b35ae7514e6ce5a45e8b38601572 100644 --- a/landing/lenses/224110.json +++ b/landing/lenses/224110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -919,7 +919,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225190.json b/landing/lenses/225190.json index 479b3ac558becf004d7f9ef3cb14bdf109ed4161..e2fbe7d9cb189a7de7b4220bf3cd8b772a68e4f0 100644 --- a/landing/lenses/225190.json +++ b/landing/lenses/225190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 19.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 22.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-02", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-02", "period": "2025", "status": "derived", @@ -1132,7 +1132,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-02", "period": "2025", "status": "observed", @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1245,8 +1245,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225220.json b/landing/lenses/225220.json index d7b0ddabfc6f95a408226afb0a852510b77a4b1b..689299c456e9a8acc2e0d3a638d255c33f8781f8 100644 --- a/landing/lenses/225220.json +++ b/landing/lenses/225220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1202,8 +1202,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225430.json b/landing/lenses/225430.json index fcad5d5b59f646d7b225f92b26939b582c0a91a0..82eea726c47cf723b92db855d51776ab72118b0a 100644 --- a/landing/lenses/225430.json +++ b/landing/lenses/225430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -743,14 +743,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-14", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -902,8 +902,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-14", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -922,8 +922,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-14", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -942,7 +942,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-14", "detail": "괴리 판정의 price 입력" } ], @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1031,8 +1031,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1052,7 +1052,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1060,7 +1060,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225530.json b/landing/lenses/225530.json index ef1d532386678d3cf88883cab6994807a80d5618..59fd59dffad38d0d3f2fd431756a0aa5a2698857 100644 --- a/landing/lenses/225530.json +++ b/landing/lenses/225530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1255,8 +1255,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/225570.json b/landing/lenses/225570.json index 4bf2cee87a21f38a4ac45d8ce4daf92d36a8338d..519e53b07f2e962ad845cc88a837729ec07c25e9 100644 --- a/landing/lenses/225570.json +++ b/landing/lenses/225570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -958,19 +958,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -991,8 +991,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,17 +1037,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1116,7 +1116,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1125,7 +1125,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1159,8 +1159,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1368,88 +1368,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6ac4043f92fa", - "target": "225570", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/225590.json b/landing/lenses/225590.json index 3c8c2576398b120a74ba7adc79a387f105dd1f78..02c2e123b93c419a44ce22bee98eb657cf2d50ae 100644 --- a/landing/lenses/225590.json +++ b/landing/lenses/225590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,7 +903,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1246,8 +1246,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226320.json b/landing/lenses/226320.json index 4bf3b42696a8818b5ee08f78abf625ffb7d73752..5dd4ca2e0c56640cb4a5778ccdf0f45abc94d0ea 100644 --- a/landing/lenses/226320.json +++ b/landing/lenses/226320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226330.json b/landing/lenses/226330.json index c51a8c11abf7028daf11d82026fe377c95387c92..6e4823750aa625c21aade10945e5fda078f40b74 100644 --- a/landing/lenses/226330.json +++ b/landing/lenses/226330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1151,8 +1151,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226340.json b/landing/lenses/226340.json index 07b344e4c6101d958c070cb2a9723f086a1763df..7ec8da011f5d816d5f0766127c7cac94c6d89064 100644 --- a/landing/lenses/226340.json +++ b/landing/lenses/226340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 32.63, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 36.33, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -797,14 +797,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 32.63, + "score": 36.33, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 33.12, + "score": 36.91, "assumptions": { "scenarioStress": "moderate" } @@ -892,7 +892,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 8.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1235,8 +1235,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1269,10 +1269,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226360.json b/landing/lenses/226360.json index ffa9326979ab1bbb4f9cb60cd229eafd7d462448..818e052fafc63519c94cbe6f732a3c2fe2113d26 100644 --- a/landing/lenses/226360.json +++ b/landing/lenses/226360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1041,7 +1041,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1154,8 +1154,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,10 +1179,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1197,10 +1197,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226400.json b/landing/lenses/226400.json index b6564763bcf63e80e79b00110604e381ab468059..6a9d52b30ed9fc1175f9a564617bcf666ee01cfc 100644 --- a/landing/lenses/226400.json +++ b/landing/lenses/226400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1244,8 +1244,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1445,88 +1445,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9476487269ed", - "target": "226400", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.971 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/226440.json b/landing/lenses/226440.json index a7a238548bfeeace47e25f89d14dc66f7fecc324..56259e587530e72c03b573ad54974d5a246754a5 100644 --- a/landing/lenses/226440.json +++ b/landing/lenses/226440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1191,8 +1191,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1216,10 +1216,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1234,10 +1234,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226590.json b/landing/lenses/226590.json index 7bdff9be645c46808660b6fa5bc9c23733b3ba55..3dc34c121c5e5e6cfb4faafca87c45f5b9ca62ec 100644 --- a/landing/lenses/226590.json +++ b/landing/lenses/226590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -543,7 +543,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -587,7 +587,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -685,8 +685,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -706,7 +706,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -714,7 +714,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226950.json b/landing/lenses/226950.json index 87f909ae6b5753d6f50761f1b0bb6066fc149072..1bc589b1bdd40038d772e79663ce1c373031b075 100644 --- a/landing/lenses/226950.json +++ b/landing/lenses/226950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1164,8 +1164,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227100.json b/landing/lenses/227100.json index 578668a9bf013a1fd1a87ddd74ed77cdf2a6eaa7..e47a0686e9680efa5ab37dae09509045e4c30361 100644 --- a/landing/lenses/227100.json +++ b/landing/lenses/227100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -150,7 +150,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -199,7 +199,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -248,7 +248,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-30", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -987,7 +987,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-30", "period": "2024", "status": "derived", @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-30", "period": "2024", "status": "observed", @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1139,8 +1139,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227610.json b/landing/lenses/227610.json index 1d69449df8be71c4c5bdb9ad2db7308acaed05a6..12b1920272045b2b05f5d1901f8098e76d6805d7 100644 --- a/landing/lenses/227610.json +++ b/landing/lenses/227610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,7 +905,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 17.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 17.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1248,8 +1248,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227840.json b/landing/lenses/227840.json index ef4f1ae9cf368b27fd543ae2892ddbc07c069438..7c9b032d89d2d0a0a959332f5b63216704c53701 100644 --- a/landing/lenses/227840.json +++ b/landing/lenses/227840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227950.json b/landing/lenses/227950.json index 7c288cc17f15a64b5d00945242850f4bc1246ab5..d8917215d3ad0ddead3c63c9c8d8febb2b849c50 100644 --- a/landing/lenses/227950.json +++ b/landing/lenses/227950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,7 +890,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1233,8 +1233,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228340.json b/landing/lenses/228340.json index 7846e57441974d29335ea5152fc279c8a3c0ba7f..8a7dab78826e62e9cbd172aa1ce2780bad618f34 100644 --- a/landing/lenses/228340.json +++ b/landing/lenses/228340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1212,8 +1212,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228670.json b/landing/lenses/228670.json index ec8ce0ff971f6af508585c3b337626764328474b..4bad0d4a91f664ac6d31b30b83be3604448a4ecf 100644 --- a/landing/lenses/228670.json +++ b/landing/lenses/228670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1217,8 +1217,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228760.json b/landing/lenses/228760.json index c3917ab5e254faa726e1d335b27af8a11313c89d..4d2d55448a720a48dcd44222c4a7edbbe45512b9 100644 --- a/landing/lenses/228760.json +++ b/landing/lenses/228760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -752,14 +752,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -879,10 +879,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -912,8 +912,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -925,7 +925,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -945,8 +945,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -965,10 +965,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -978,7 +978,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1003,7 +1003,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1080,8 +1080,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228850.json b/landing/lenses/228850.json index b0c6e9508c4fc4f8f1a176870a7cda5d7ddb5d49..bd3e494bca5e73d48bc430f5962a5b9cad7b08f4 100644 --- a/landing/lenses/228850.json +++ b/landing/lenses/228850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:94d92d79b829", - "target": "228850", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/229000.json b/landing/lenses/229000.json index f74eefb0c17b74692a3161a6de604e7cfc352d1c..3c803bcf5b4807d6fc36a1582d6c5b66d0746530 100644 --- a/landing/lenses/229000.json +++ b/landing/lenses/229000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 40.03, + "score": 40.02, "assumptions": { "scenarioStress": "moderate" } @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 27.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-14", "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -975,7 +975,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-14", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-14", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-14", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1127,8 +1127,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1148,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/229500.json b/landing/lenses/229500.json index 8f52180d8151a68acef75d6ffb16a046520cb1fc..ef4b33c1225e00946f3dd81d5efc2b67cf6f91a1 100644 --- a/landing/lenses/229500.json +++ b/landing/lenses/229500.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -480,8 +480,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/229640.json b/landing/lenses/229640.json index 438add18a447f3fdd2721bcfd091d7b04437f51e..24ba1b91f5224dab643f10aa908a7b132ea4ece5 100644 --- a/landing/lenses/229640.json +++ b/landing/lenses/229640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/230240.json b/landing/lenses/230240.json index 38f9001d653c1440ae9dbb4a497d7193d5b20b05..4c531ab341b5fa9a4010e990a38323518c06f51a 100644 --- a/landing/lenses/230240.json +++ b/landing/lenses/230240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 18.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 12.61%). 최근 주가 하락이 반영된 결과", "D/EBITDA 45.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1261,8 +1261,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/230360.json b/landing/lenses/230360.json index 8d5616a1a73981f1f6f96180b52ef105607062a5..ced2b523445900975d5ed98a79e95ed23b8c1cc7 100644 --- a/landing/lenses/230360.json +++ b/landing/lenses/230360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-10", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-10", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-10", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/230980.json b/landing/lenses/230980.json index c677f63c2f82fe4397be6d61bc0be2f040454518..6bc02bc1798e2b5fd2cd6a75112b99b6179447c4 100644 --- a/landing/lenses/230980.json +++ b/landing/lenses/230980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-04", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-04", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-04", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1180,8 +1180,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232140.json b/landing/lenses/232140.json index c499c616bfe7db4a29137f5832fc58088d85e218..b1b493da9aeeef7a17a43b1b59977ee034b2bf7c 100644 --- a/landing/lenses/232140.json +++ b/landing/lenses/232140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232680.json b/landing/lenses/232680.json index 0a7fa25d8879b8e04816cb09c1f30f7b53ee6ef8..fbb81416764087e76f56fdc5109515a42f124b68 100644 --- a/landing/lenses/232680.json +++ b/landing/lenses/232680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -870,7 +870,7 @@ "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -885,14 +885,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1031,8 +1031,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1062,10 +1062,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1173,8 +1173,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232830.json b/landing/lenses/232830.json index 6fbe15541cf6c60c7a487c460ebe80751150427e..fccd3733ff2e26d57f5eacca7b00a03b82762559 100644 --- a/landing/lenses/232830.json +++ b/landing/lenses/232830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -305,18 +305,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 44.38, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 40.40, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -373,7 +373,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -392,7 +392,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -411,7 +411,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -430,7 +430,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -499,15 +499,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 44.38, + "grade": "dCR-BB", + "score": 40.4, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 45.38, + "grade": "dCR-BB", + "score": 41.47, "assumptions": { "scenarioStress": "moderate" } @@ -560,11 +560,10 @@ "weightCoverage": 85.0 }, "eCR": "eCR-4", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 14.57%). 최근 주가 하락이 반영된 결과", "D/EBITDA 99.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -580,14 +579,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -707,10 +706,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -726,8 +725,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -739,8 +738,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -757,10 +756,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -779,7 +778,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -847,10 +846,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -868,8 +867,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -889,7 +888,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -897,7 +896,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/233990.json b/landing/lenses/233990.json index 754a924cce21fae3d86766c8c7a0801eb87c61b9..7b677fd9c0eeb67a600aa57264839d26ad9d67fe 100644 --- a/landing/lenses/233990.json +++ b/landing/lenses/233990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2018", @@ -42,10 +42,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2021", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -364,10 +364,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -396,8 +396,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -416,8 +416,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -436,7 +436,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -504,10 +504,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -525,8 +525,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -546,7 +546,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -554,7 +554,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234030.json b/landing/lenses/234030.json index 6e582dfb024bdbc26865477975f483e4bbdcc147..6b5125ab49e74ee490c9cd71a34124d28fcec00e 100644 --- a/landing/lenses/234030.json +++ b/landing/lenses/234030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -449,14 +449,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -576,10 +576,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -595,8 +595,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -608,8 +608,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -626,10 +626,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -639,7 +639,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -648,7 +648,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -737,8 +737,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -762,10 +762,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -800,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234080.json b/landing/lenses/234080.json index 7213d89cc5c848b7f4c92b5be35c28f5b124d3d2..eee19041306cd1bca6a869d435c5e198a13026de 100644 --- a/landing/lenses/234080.json +++ b/landing/lenses/234080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234100.json b/landing/lenses/234100.json index 193842b51de64f3c2717ef6823b7cdb3bb516837..b0870f120a352ffebd3f53b3b60d848c836600d7 100644 --- a/landing/lenses/234100.json +++ b/landing/lenses/234100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,10 +1129,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1244,8 +1244,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234300.json b/landing/lenses/234300.json index cc6ca599ce9bec3bf1968f239ba341e0f66f0659..732070b45a9969d66fb03c855eb899c55ba3602f 100644 --- a/landing/lenses/234300.json +++ b/landing/lenses/234300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1073,7 +1073,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1241,8 +1241,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234340.json b/landing/lenses/234340.json index a03dc3b4de1bca914612b5a099918c51820b90ac..7ceb9e21abf042f1d898fd1792f077ffb0dcc083 100644 --- a/landing/lenses/234340.json +++ b/landing/lenses/234340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -738,14 +738,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -865,19 +865,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -898,8 +898,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -911,7 +911,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -931,8 +931,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -944,17 +944,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -964,7 +964,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -989,7 +989,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1017,13 +1017,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1032,7 +1032,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1066,8 +1066,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1095,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234690.json b/landing/lenses/234690.json index 88ec09e4ba5a84a9933aabfc97c532340bf1123d..96cc49980cf80afdcba788ff0b12e9e72e835ebd 100644 --- a/landing/lenses/234690.json +++ b/landing/lenses/234690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,7 +877,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 59점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1019,19 +1019,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1052,8 +1052,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1098,17 +1098,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1171,13 +1171,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1186,7 +1186,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1220,8 +1220,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234920.json b/landing/lenses/234920.json index 10c093dae9e0c7a2f8cf68632cbe07288075ddc8..464d71cf4b3a454d8920cf7051db2ea338ebde99 100644 --- a/landing/lenses/234920.json +++ b/landing/lenses/234920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-10-29", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-10-29", "period": null, "status": "derived", @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-10-29", "period": null, "status": "observed", @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1213,8 +1213,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/235980.json b/landing/lenses/235980.json index e1bd3e6eed3aefa6753b98c94e2e51d429c0483c..37389964a9ad85f1a3b7f1086c5264699ad13d3a 100644 --- a/landing/lenses/235980.json +++ b/landing/lenses/235980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -443,13 +443,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -784,19 +784,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -817,8 +817,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -863,17 +863,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -883,7 +883,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -942,7 +942,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -951,7 +951,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -985,8 +985,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1194,12 +1194,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8fe7c0ca3df1", + "target": "235980", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.995 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/236200.json b/landing/lenses/236200.json index f23140342940ccc4e77b44edc8e6ed8ecc1d71d6..44825de22673f789d718ac8b944d810f3bd436de 100644 --- a/landing/lenses/236200.json +++ b/landing/lenses/236200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,7 +1204,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1247,8 +1247,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1660,12 +1660,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:521b1436f256", + "target": "236200", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/236810.json b/landing/lenses/236810.json index f5dac556488eacb267a7012b6ab2a452ba8a7f13..90b12425881ca01936a6dd9150675aa6ea6cd1b8 100644 --- a/landing/lenses/236810.json +++ b/landing/lenses/236810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1001,19 +1001,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1034,8 +1034,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,17 +1080,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1159,7 +1159,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1168,7 +1168,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1202,8 +1202,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1403,12 +1403,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:64c0ea78fd93", + "target": "236810", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.665 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/237690.json b/landing/lenses/237690.json index 29eb16280c09ba638090ae66717eab992876a582..8dfda89900daa8d2d01551007482affd529ea539 100644 --- a/landing/lenses/237690.json +++ b/landing/lenses/237690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/237750.json b/landing/lenses/237750.json index 3fd0e3aafb1442dc5f803b545ae265377313ae74..743e184833c06f99bd00859335c3c30d431d35ed 100644 --- a/landing/lenses/237750.json +++ b/landing/lenses/237750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 196.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 185.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1214,8 +1214,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/237820.json b/landing/lenses/237820.json index 50dd1fe2e589623b5839de4fa703c6979b00b2a8..a555ed15ef575b53300af0d29b4d2974d8551759 100644 --- a/landing/lenses/237820.json +++ b/landing/lenses/237820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1034,8 +1034,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1155,10 +1155,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1176,8 +1176,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/237880.json b/landing/lenses/237880.json index ca794516a5beaa9223cdea4e7157cfaf6c476bb3..079736ab46647b305e9e5480231426101f98fbf3 100644 --- a/landing/lenses/237880.json +++ b/landing/lenses/237880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1256,8 +1256,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238090.json b/landing/lenses/238090.json index 7498637c62dab4340f1f266abf3ca153e6559929..bd5491c66bb3b9dc1f9fea2e7a42cfad4f7dcd48 100644 --- a/landing/lenses/238090.json +++ b/landing/lenses/238090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1258,8 +1258,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238120.json b/landing/lenses/238120.json index e82be7d2ab14e4bd073acd849e2de771378a01dd..74d7490189729728d676e9f0ec55f02d20cf0fab 100644 --- a/landing/lenses/238120.json +++ b/landing/lenses/238120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238170.json b/landing/lenses/238170.json index afc830ae66e5979d4c78eff9216af77e65dc96db..091a2f561c8bdd40b046be4bf7a30822bd35d5cc 100644 --- a/landing/lenses/238170.json +++ b/landing/lenses/238170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2019", @@ -44,10 +44,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-02-26", "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -400,7 +400,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -420,7 +420,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-02-26", "period": "2023", "status": "derived", @@ -441,7 +441,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-02-26", "period": "2023", "status": "observed", @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -552,8 +552,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238200.json b/landing/lenses/238200.json index ad8c3e1428df5e962d33d9535aae28007d668e19..661031c3edcb869ac1ad0ec1ed96a8ebaaa45422 100644 --- a/landing/lenses/238200.json +++ b/landing/lenses/238200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1193,13 +1193,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1242,8 +1242,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238490.json b/landing/lenses/238490.json index d83c543895b6ff15a027fc166cc7356b8db04cd8..a9101f1b99e3dfe4d95137b932576a7aaa33c37f 100644 --- a/landing/lenses/238490.json +++ b/landing/lenses/238490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,7 +903,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 18.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 19.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,10 +1123,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1236,8 +1236,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238500.json b/landing/lenses/238500.json index a10dd3cc8974cd88189057431e90ce1367c8c7ac..e4ce501dae5d6fd0ac769a1cfd15f9a74245f374 100644 --- a/landing/lenses/238500.json +++ b/landing/lenses/238500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2023", @@ -36,10 +36,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -446,10 +446,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -467,8 +467,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/239340.json b/landing/lenses/239340.json index 51f421973f08987acb3cb4b3d80de154fdf56bb5..9113681c48202ef5192d03dddda6a84d99428eb2 100644 --- a/landing/lenses/239340.json +++ b/landing/lenses/239340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-27", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-27", "period": "2025", "status": "derived", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-27", "period": "2025", "status": "observed", @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1159,8 +1159,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/239610.json b/landing/lenses/239610.json index 931de44c32714a707b753cd6bef5b8ee7f210323..c8a7361fb69508fab31bd8598ed7a4f0fb81c127 100644 --- a/landing/lenses/239610.json +++ b/landing/lenses/239610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1169,8 +1169,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/239890.json b/landing/lenses/239890.json index 531c97fd54c5e0bc98c6f1cbe2b1e1ea6a1c4136..d6db43e3eb2f0f41790313caee441ff4382970c4 100644 --- a/landing/lenses/239890.json +++ b/landing/lenses/239890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -933,8 +933,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -946,8 +946,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -964,10 +964,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -977,7 +977,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -986,7 +986,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1075,8 +1075,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240550.json b/landing/lenses/240550.json index 449858494cd9a1df9d5b0b1b84742ff9f5569c6a..bc3ecaa31d4a57f4933d87715b30dfb4b82aea60 100644 --- a/landing/lenses/240550.json +++ b/landing/lenses/240550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -754,8 +754,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240600.json b/landing/lenses/240600.json index 8c755592b374b54881315e8c26f77f83ecc92131..9b948d597cc823cbdc484ef2f7b24244c6693ed7 100644 --- a/landing/lenses/240600.json +++ b/landing/lenses/240600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 15.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 19.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240810.json b/landing/lenses/240810.json index 39a65490cae8c7a3977c1ecc93cf1aec2bc80f1e..7011d9bed67bdbf2180b3956284c00680a98c91b 100644 --- a/landing/lenses/240810.json +++ b/landing/lenses/240810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1546,12 +1546,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4039ebd7215e", + "target": "240810", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2022", + "period": "2022", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2022", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/241520.json b/landing/lenses/241520.json index aa4e1ae77af1d5d6c16692be54580ede4c18dfeb..f4039e3585607606de4cb276dc9521d3203e2436 100644 --- a/landing/lenses/241520.json +++ b/landing/lenses/241520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -476,13 +476,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -601,14 +601,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -728,15 +728,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -761,8 +761,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -774,7 +774,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -794,8 +794,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -807,17 +807,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -827,7 +827,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -852,7 +852,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -880,13 +880,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -895,7 +895,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -908,10 +908,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -929,8 +929,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -950,7 +950,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -958,7 +958,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1203,88 +1203,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a1523f53c8f4", - "target": "241520", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/241560.json b/landing/lenses/241560.json index 2c3d4d5d4969fb8ad46dc81dc2ea177208d4f0cc..80c5870db38cc2eddc15945c732352fb7c740ff5 100644 --- a/landing/lenses/241560.json +++ b/landing/lenses/241560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1243,8 +1243,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241590.json b/landing/lenses/241590.json index 9fd3cf9ad217c061ec44a4cffa59e383f8ca3bee..6027efeea9c88963eab9aa90cf2b2135e7617043 100644 --- a/landing/lenses/241590.json +++ b/landing/lenses/241590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.81%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241690.json b/landing/lenses/241690.json index 7c4f1a7af6393f7755a88623dc03c194bd56c388..3f2d0c2562d59b33271829921848ab2e0242ec8f 100644 --- a/landing/lenses/241690.json +++ b/landing/lenses/241690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1260,8 +1260,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241710.json b/landing/lenses/241710.json index 8416c61dc300d3aa2b5d14a009635dc71286c973..31f44b46420d71f61f75828b5e973b03fd36ec9e 100644 --- a/landing/lenses/241710.json +++ b/landing/lenses/241710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241770.json b/landing/lenses/241770.json index def95e3058abebcb87d7b6fd508145957c65be61..890059e0bb549eee0e97a8246c2c4d9dfd09de17 100644 --- a/landing/lenses/241770.json +++ b/landing/lenses/241770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -612,18 +612,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 7.43, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA-", + "summary": "dCR 위험점수 9.33, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,15 +807,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA", - "score": 7.43, + "grade": "dCR-AA-", + "score": 9.33, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 7.77, + "grade": "dCR-AA-", + "score": 9.81, "assumptions": { "scenarioStress": "moderate" } @@ -898,7 +898,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.02, + "pdEstimate": 0.03, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1195,13 +1195,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1244,8 +1244,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241790.json b/landing/lenses/241790.json index 9aa3583369e1334272b58678203c8a7bcdcdcda1..642c8f8a3eaa93dd3d5c013a429394976f8cf279 100644 --- a/landing/lenses/241790.json +++ b/landing/lenses/241790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241820.json b/landing/lenses/241820.json index 34e469738c97e3e7e7e8fdacaef3ce50c4a3bf6c..f7ec1cfc32302f0bd6ec24307bec613309cf64ff 100644 --- a/landing/lenses/241820.json +++ b/landing/lenses/241820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -539,18 +539,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 46.94, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 49.94, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -734,15 +734,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 46.94, + "grade": "dCR-B+", + "score": 49.94, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 48.11, + "score": 51.11, "assumptions": { "scenarioStress": "moderate" } @@ -758,11 +758,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -830,7 +825,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", @@ -848,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -975,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-10-17", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1001,7 +996,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.75, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1014,7 +1009,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1034,7 +1029,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-10-17", "period": "2024", "status": "derived", @@ -1055,7 +1050,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-10-17", "period": "2024", "status": "observed", @@ -1066,7 +1061,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.75 + "value": -0.5 } ], "evidence": [ @@ -1145,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1166,8 +1161,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241840.json b/landing/lenses/241840.json index 6b097fef9d3082f4e017611913135e55a81b33b4..47077d62edb395a5855357c984e9286be55c9d9e 100644 --- a/landing/lenses/241840.json +++ b/landing/lenses/241840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -804,14 +804,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -931,19 +931,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -964,8 +964,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -977,7 +977,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -997,8 +997,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1010,17 +1010,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1030,7 +1030,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1055,7 +1055,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1089,7 +1089,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1098,7 +1098,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1111,10 +1111,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1132,8 +1132,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/242040.json b/landing/lenses/242040.json index 48fbd1184a0ea0c7d5571a6f1cfd433aa4e52fda..2511050296fdc8de3c1ab9890ad29d2244d07864 100644 --- a/landing/lenses/242040.json +++ b/landing/lenses/242040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1063,7 +1063,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1231,8 +1231,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/243070.json b/landing/lenses/243070.json index 8bdc2a429d58b9e4cf69136534b47b353b8d72e1..035a51e70d3202f7a5518044dfe8c945256fddea 100644 --- a/landing/lenses/243070.json +++ b/landing/lenses/243070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/243840.json b/landing/lenses/243840.json index 555e9f9a23dc9f0df621b702bfe07883fdeca1ae..56634c402b246b47d4f71e2f423a96d95af158cb 100644 --- a/landing/lenses/243840.json +++ b/landing/lenses/243840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1245,8 +1245,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,7 +1454,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1476,7 +1476,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1494,8 +1494,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/244460.json b/landing/lenses/244460.json index b57e46954b8140bfed63ad8a183949a65450852a..bb04d99dc35a7d63551a043610e75835e78f89cc 100644 --- a/landing/lenses/244460.json +++ b/landing/lenses/244460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2022", "status": "derived", @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1111,8 +1111,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/244920.json b/landing/lenses/244920.json index 4824709a8e46bbbfde1168d0bcea8e650b647b8b..7e65a3b6c1dcbdd165f9480c5991a8b479cdc063 100644 --- a/landing/lenses/244920.json +++ b/landing/lenses/244920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -851,19 +851,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -884,8 +884,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -930,17 +930,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -950,7 +950,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1003,13 +1003,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1018,7 +1018,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,8 +1052,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/245620.json b/landing/lenses/245620.json index fe6856299719e00360bafc2b70765e7362649761..8fa0002d12cb2c3c2534ad5b1f702212593e1f99 100644 --- a/landing/lenses/245620.json +++ b/landing/lenses/245620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -962,10 +962,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-12", "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1001,7 +1001,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-12", "period": "2023", "status": "derived", @@ -1042,7 +1042,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-12", "period": "2023", "status": "observed", @@ -1132,10 +1132,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1153,8 +1153,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246250.json b/landing/lenses/246250.json index 4d6887d4df62e8c2e3532238cec9e1345c3cfc75..8c3d4bc6518c6abc3c5ccb5e2e97d99393251895 100644 --- a/landing/lenses/246250.json +++ b/landing/lenses/246250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -60,10 +60,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -477,13 +477,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -678,14 +678,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -805,10 +805,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -914,8 +914,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -935,7 +935,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -943,7 +943,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246690.json b/landing/lenses/246690.json index f89597ff80231f371e8b4214661f7d8fc4115cec..1783254e743f0256eccc16dc06e8c3264c21db9b 100644 --- a/landing/lenses/246690.json +++ b/landing/lenses/246690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -615,14 +615,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -742,10 +742,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -775,7 +775,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -788,7 +788,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -808,8 +808,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -830,8 +830,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -841,7 +841,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -866,7 +866,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -943,8 +943,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -964,7 +964,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -972,7 +972,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246710.json b/landing/lenses/246710.json index 70668b48eb4db4e2d97e6d36a13846395375c4c6..9f9447458ff28162436a902527f53e6cb448be49 100644 --- a/landing/lenses/246710.json +++ b/landing/lenses/246710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,7 +821,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 18.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 13.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1013,10 +1013,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1124,8 +1124,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246720.json b/landing/lenses/246720.json index dd8e37943a2d8ae5dafad43a46f63a74c1113d76..f4fc154bb4e31bf9be0a82c19b1ed1a5f90d51a8 100644 --- a/landing/lenses/246720.json +++ b/landing/lenses/246720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-24", "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-24", "period": "2022", "status": "derived", @@ -1059,7 +1059,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-24", "period": "2022", "status": "observed", @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1170,8 +1170,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246960.json b/landing/lenses/246960.json index b7639e86475ef37a6bff2ae91f7b1f95846224f9..34fdfc1d7475983f9f024912a7c40dea80d7714c 100644 --- a/landing/lenses/246960.json +++ b/landing/lenses/246960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -531,18 +531,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 45.56, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 41.66, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,15 +726,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 45.56, + "grade": "dCR-BB", + "score": 41.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 46.65, + "score": 42.81, "assumptions": { "scenarioStress": "moderate" } @@ -750,6 +750,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -817,12 +822,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.6점 하향 (PD 10.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -964,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -997,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1010,7 +1014,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1088,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1144,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1165,8 +1169,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1181,10 +1185,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1199,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1213,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1229,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1245,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/247540.json b/landing/lenses/247540.json index 9609d8706fe5476663803046d946d43fd26d9914..26735c6f496853110662b7310ef61d3ba1480082 100644 --- a/landing/lenses/247540.json +++ b/landing/lenses/247540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1240,8 +1240,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,10 +1256,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1274,10 +1274,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/247660.json b/landing/lenses/247660.json index 289e75efaf145907b2e75db8137f6f8734f68ed0..22d0c5bddfc47d3fda8211a15e3b9a001d8f7f08 100644 --- a/landing/lenses/247660.json +++ b/landing/lenses/247660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -985,10 +985,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,8 +1096,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/248070.json b/landing/lenses/248070.json index ec4e23260712cd2f0f6430cabc3386609bdf9460..41e244fca40f5e6366b750b0f93e277ce3b5663c 100644 --- a/landing/lenses/248070.json +++ b/landing/lenses/248070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -869,7 +869,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -884,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1011,10 +1011,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1044,7 +1044,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1110,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1212,8 +1212,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/248170.json b/landing/lenses/248170.json index adaaf7c921cb0b13a197a7309bc9829ad42fa189..f766547eb3a6ff54a67bc8e7114b27d2af23fca1 100644 --- a/landing/lenses/248170.json +++ b/landing/lenses/248170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1250,8 +1250,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/249420.json b/landing/lenses/249420.json index de22ae02da7c9f87e9e38e33ed7d903a4103d775..287ba7d91f8001f3765dcecbef13d56f24f9df7b 100644 --- a/landing/lenses/249420.json +++ b/landing/lenses/249420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -617,18 +617,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 22.75, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 24.75, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,14 +813,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 22.75, + "score": 24.75, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 24.14, + "score": 26.34, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1048,15 +1048,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1200,13 +1200,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1249,8 +1249,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,12 +1450,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d9baa5be697e", + "target": "249420", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.656 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/250000.json b/landing/lenses/250000.json index 5fb942500db489a5f8827d307371c2cb5840707c..e38592d9b29fd8891bd1cef746770dbe14b9f9f5 100644 --- a/landing/lenses/250000.json +++ b/landing/lenses/250000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -607,13 +607,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -732,7 +732,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1240,8 +1240,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250030.json b/landing/lenses/250030.json index 5139ea48cbd93e1eac446ce2b1c8ce1c64e30919..2ac5e689972f7a086b93b087c27bddd9c7f11b4b 100644 --- a/landing/lenses/250030.json +++ b/landing/lenses/250030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -934,19 +934,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -960,8 +960,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1005,17 +1005,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1025,7 +1025,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1042,7 +1042,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1082,7 +1082,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1091,7 +1091,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1104,10 +1104,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1125,8 +1125,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250060.json b/landing/lenses/250060.json index b309493ddb12b8ddc32680e178c64041e6c93518..f632374f50c25b81512f7b88d66edc7b17bda2cc 100644 --- a/landing/lenses/250060.json +++ b/landing/lenses/250060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1006,7 +1006,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1171,8 +1171,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,10 +1187,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1205,10 +1205,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250930.json b/landing/lenses/250930.json index 8e73dc9747a0826a5ee10092de89d8946a480209..cd754a442917a9bd46da8916f6f64a36e30a22cc 100644 --- a/landing/lenses/250930.json +++ b/landing/lenses/250930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -523,18 +523,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 51.83, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 54.79, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,14 +719,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 51.83, + "score": 54.79, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 52.59, + "grade": "dCR-B+", + "score": 55.74, "assumptions": { "scenarioStress": "moderate" } @@ -742,6 +742,11 @@ "id": "weakAxisDeterioration", "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.자본구조" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -813,7 +818,7 @@ "divergenceExplanation": [ "자본구조 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 23.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.18%). 최근 주가 하락이 반영된 결과", "D/EBITDA 33.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -829,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -956,19 +961,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -989,8 +994,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1002,7 +1007,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1027,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,17 +1040,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1060,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1080,7 +1085,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1114,7 +1119,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1123,7 +1128,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1136,10 +1141,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1157,8 +1162,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1358,88 +1363,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c5171b64347d", - "target": "250930", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.326 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/251120.json b/landing/lenses/251120.json index fecd40535a05d0448472b980a389348d0007f22f..671e223c8cc65e0ccae558630e9ffef1c056fff8 100644 --- a/landing/lenses/251120.json +++ b/landing/lenses/251120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1032,10 +1032,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1143,8 +1143,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/251270.json b/landing/lenses/251270.json index 61e9ced86891ce952bc57ed64884c212dd98d91f..5ad39bb76338d4de56177a59c4b54210fcf44c8f 100644 --- a/landing/lenses/251270.json +++ b/landing/lenses/251270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2022", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -955,10 +955,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1021,8 +1021,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1043,8 +1043,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1135,10 +1135,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1156,8 +1156,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1380,7 +1380,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1402,7 +1402,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1420,8 +1420,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/251370.json b/landing/lenses/251370.json index bab785c8d72927d57d4b6f25a065d09c5d5b0f64..b0aae8e2ad839d7014195770e4dfc68984a1bc6f 100644 --- a/landing/lenses/251370.json +++ b/landing/lenses/251370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,18 +611,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 28.63, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.62, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,14 +807,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 28.63, + "score": 31.62, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 29.6, + "grade": "dCR-BBB-", + "score": 32.77, "assumptions": { "scenarioStress": "moderate" } @@ -830,6 +830,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -906,7 +911,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 7.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1048,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1249,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7647c3c67557", - "target": "251370", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.224 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/251630.json b/landing/lenses/251630.json index 34f31ac41033487eb529d4eaa7402e64e9be3b12..d8457196942ce2b5fdaa923d4cf5aa411d7d83ce 100644 --- a/landing/lenses/251630.json +++ b/landing/lenses/251630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 15.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 15.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1245,8 +1245,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/251970.json b/landing/lenses/251970.json index e2fa4c8954cd729cd68b76fbf595fd01077ac1bc..956917aaafaef3a0180dda41ddf1422b43599b32 100644 --- a/landing/lenses/251970.json +++ b/landing/lenses/251970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1015,19 +1015,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1048,8 +1048,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,17 +1094,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1167,13 +1167,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1182,7 +1182,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1216,8 +1216,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/252500.json b/landing/lenses/252500.json index f2a896a3ba2bd01c5e55ffc30fcf9b268afa9f46..311c43ac909e885f210d4a5e493d5c18c09a65c5 100644 --- a/landing/lenses/252500.json +++ b/landing/lenses/252500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,8 +1061,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1203,8 +1203,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,10 +1219,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1237,10 +1237,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/252990.json b/landing/lenses/252990.json index d451fd9847790b6cc92c7086d1454dbedb948ade..24dbb9f86bd0fecfbf7550d5600b7497795c25c7 100644 --- a/landing/lenses/252990.json +++ b/landing/lenses/252990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -572,18 +572,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 10.78, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 13.29, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -767,15 +767,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 10.78, + "grade": "dCR-A", + "score": 13.29, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 11.79, + "grade": "dCR-A", + "score": 14.45, "assumptions": { "scenarioStress": "moderate" } @@ -840,7 +840,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1146,8 +1146,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/253450.json b/landing/lenses/253450.json index 58f409919c324ceef0ad24475292c1a3f746ce61..1a0e9b2fc999d3b465f4201cbea050b1136f123d 100644 --- a/landing/lenses/253450.json +++ b/landing/lenses/253450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.7점 하향 (PD 6.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 6.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1244,8 +1244,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/253590.json b/landing/lenses/253590.json index cb37659c29eb434005fb1cf076337f48b9f6ec34..68f8321db9cbf2ec942a9d6174c4c6322279721f 100644 --- a/landing/lenses/253590.json +++ b/landing/lenses/253590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,14 +909,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1036,10 +1036,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1069,7 +1069,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1216,10 +1216,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1237,8 +1237,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/253840.json b/landing/lenses/253840.json index 01a37159e56af1750ec242d6624fb93ba709283f..7dc3b27003cfac30eede7453ed584a08656843cf 100644 --- a/landing/lenses/253840.json +++ b/landing/lenses/253840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1217,8 +1217,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/254120.json b/landing/lenses/254120.json index 788f4390d3a14a3f5ff5564c29ab4056a193f05f..7208c13f67b7ee2a80dd5975c23d316762bcef5d 100644 --- a/landing/lenses/254120.json +++ b/landing/lenses/254120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1016,19 +1016,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,17 +1095,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1174,7 +1174,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1183,7 +1183,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1217,8 +1217,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1422,8 +1422,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/254490.json b/landing/lenses/254490.json index 383ae6ec807b3f87efe243508033e54dda3d7c7d..d852dd14a79057f71c35ee38b38568b3e2887531 100644 --- a/landing/lenses/254490.json +++ b/landing/lenses/254490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -966,19 +966,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -992,8 +992,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,17 +1037,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1114,7 +1114,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1123,7 +1123,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1157,8 +1157,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/255220.json b/landing/lenses/255220.json index 0e10df5a470c404f82355cfd4978b68ff8f8164b..8a15c663eb8e48b414a72f99390a94566be63260 100644 --- a/landing/lenses/255220.json +++ b/landing/lenses/255220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2018", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1217,8 +1217,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/255440.json b/landing/lenses/255440.json index b793e488370dfe97efdb65254cf7cbb8a5965d59..09a27fa621d9e8239648c1026002bcec2009ea57 100644 --- a/landing/lenses/255440.json +++ b/landing/lenses/255440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1245,8 +1245,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256150.json b/landing/lenses/256150.json index 4aca86efd519dcf8399238d6a957b0756dc6d39f..51ce3abd2aeb6091ae155173c6d090f14c3b5421 100644 --- a/landing/lenses/256150.json +++ b/landing/lenses/256150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1175,8 +1175,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256630.json b/landing/lenses/256630.json index 1c69ccc67945140717129d392ac3b7586e9bc3c4..7f28ce96c62b1296906cd9d106a3b46a00480e71 100644 --- a/landing/lenses/256630.json +++ b/landing/lenses/256630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1023,15 +1023,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1056,8 +1056,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,17 +1102,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1147,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1181,7 +1181,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1190,7 +1190,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1224,8 +1224,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1429,8 +1429,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/256840.json b/landing/lenses/256840.json index f6019592ce4a0a3e97abc74d7b4be7cf484f7e40..7da4f932db7ff36a06621e419fab78baa8a2effd 100644 --- a/landing/lenses/256840.json +++ b/landing/lenses/256840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1220,8 +1220,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256940.json b/landing/lenses/256940.json index ac1086cbcd28a53e11033cae705757db2e4c3b51..67449649bc0c226e7b1915ae29559472a8956fa3 100644 --- a/landing/lenses/256940.json +++ b/landing/lenses/256940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "채무상환능력 축이 89점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 45.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.86%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1246,8 +1246,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/257370.json b/landing/lenses/257370.json index de5c5d225cc5a973f43faf322007467327f450b1..7f77b9632b008931c03033a9921a49c3d2e9f269 100644 --- a/landing/lenses/257370.json +++ b/landing/lenses/257370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -961,10 +961,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -980,8 +980,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1011,10 +1011,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1024,7 +1024,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1033,7 +1033,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1122,8 +1122,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/257720.json b/landing/lenses/257720.json index 71b967f35a16b8d1837d6bd4c57b4024b796a4f1..c6217c496dc98f3bb201ff9ff75cd3b3d2e51b24 100644 --- a/landing/lenses/257720.json +++ b/landing/lenses/257720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -989,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1190,8 +1190,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/257990.json b/landing/lenses/257990.json index 66352e7c19f6db59493fc5772a224b812b602571..6af838afaf24fc845f440c199a369c87538a6428 100644 --- a/landing/lenses/257990.json +++ b/landing/lenses/257990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -366,10 +366,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-13", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -405,7 +405,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -425,7 +425,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-13", "period": "2025", "status": "derived", @@ -446,7 +446,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-13", "period": "2025", "status": "observed", @@ -536,10 +536,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -557,8 +557,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -586,7 +586,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258610.json b/landing/lenses/258610.json index 7eb26e87373e84a00f68395d1e8da36a3632425f..84f65fe1e50cc3e13e7a1cd60671ca06ebf26a85 100644 --- a/landing/lenses/258610.json +++ b/landing/lenses/258610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1245,8 +1245,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258790.json b/landing/lenses/258790.json index 0b8cb968f97854c7dbc8714c76af4f3985d62fe7..01d688b94ce727954f96de488144cbdd62cb6cac 100644 --- a/landing/lenses/258790.json +++ b/landing/lenses/258790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -587,13 +587,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -693,7 +693,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -712,7 +712,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1218,8 +1218,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258830.json b/landing/lenses/258830.json index f148189945082cfd8054a6ca095dd69ecfd0b9c4..1271fc8f966e9a172edefbdf3a9bf15801275519 100644 --- a/landing/lenses/258830.json +++ b/landing/lenses/258830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -597,13 +597,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1208,8 +1208,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/259630.json b/landing/lenses/259630.json index 64eb84d646b0eb9b4ed71f322c5fe850f8e4bc66..c25c4b8c2a867b7a762bdf5679a5eced8114037d 100644 --- a/landing/lenses/259630.json +++ b/landing/lenses/259630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1044,19 +1044,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1245,8 +1245,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1446,88 +1446,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c3b89b93e314", - "target": "259630", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.561 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/259960.json b/landing/lenses/259960.json index b46d3cfe36d3809c7cc9b1baa54e232b165813be..93233041f8414f7cc882d9c75102827033aaa528 100644 --- a/landing/lenses/259960.json +++ b/landing/lenses/259960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1017,7 +1017,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1185,8 +1185,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260660.json b/landing/lenses/260660.json index cd69e6d997ba306446a2ca90b0c1f7c3f5c08d28..4e2b459e94aa8291f05e0cfd282ba945c5bc7423 100644 --- a/landing/lenses/260660.json +++ b/landing/lenses/260660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -906,7 +906,7 @@ "divergenceExplanation": [ "현금흐름 축이 39점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1098,10 +1098,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1209,8 +1209,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260930.json b/landing/lenses/260930.json index 44a33e7d0e9d5851ea642f9b08bfebd7da900a23..7c8dbed2cd61c642e52d1b5536189546c7e2b772 100644 --- a/landing/lenses/260930.json +++ b/landing/lenses/260930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -903,7 +903,7 @@ "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.05%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1247,8 +1247,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260970.json b/landing/lenses/260970.json index d62d82e1029b5ddea63f5bd3f699bd44e4dd6455..e14f2202f756d0240216336e7e9a70899074f0c0 100644 --- a/landing/lenses/260970.json +++ b/landing/lenses/260970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1031,10 +1031,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1053,7 +1053,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1121,10 +1121,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1142,8 +1142,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/261200.json b/landing/lenses/261200.json index c2d70a06547c154b2baec6f46bc3b1c56718e21f..95257b4f8cbd5e656c92e7d4e7b7723ab07d1963 100644 --- a/landing/lenses/261200.json +++ b/landing/lenses/261200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1249,8 +1249,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/261520.json b/landing/lenses/261520.json index fe23fa9c44f1cddeaaba32cbea5cd16f8abfe209..e75abf4f291b308054baa1dfb2b4bf83139225be 100644 --- a/landing/lenses/261520.json +++ b/landing/lenses/261520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/261780.json b/landing/lenses/261780.json index 39b9df3cd1d498aaa380c863fcbf17c56e15860c..d1273050c7322710d9155cec35061939875af9d7 100644 --- a/landing/lenses/261780.json +++ b/landing/lenses/261780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -867,8 +867,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -887,8 +887,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -907,7 +907,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -996,8 +996,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1017,7 +1017,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1025,7 +1025,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/262260.json b/landing/lenses/262260.json index eec37086c8c41bb5c496ea377b1b965c4fb395d7..2c0d459195b5ea46938aa3860ade2f3d1e7c4fd6 100644 --- a/landing/lenses/262260.json +++ b/landing/lenses/262260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -582,18 +582,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 53.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 50.70, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,14 +778,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 53.38, + "score": 50.7, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 54.01, + "score": 51.21, "assumptions": { "scenarioStress": "moderate" } @@ -860,7 +860,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 29.39%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -876,14 +876,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1003,19 +1003,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1036,8 +1036,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1049,7 +1049,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1082,17 +1082,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1161,7 +1161,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1170,7 +1170,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1183,10 +1183,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1204,8 +1204,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1405,88 +1405,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ed9d1301df48", - "target": "262260", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.24 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/262840.json b/landing/lenses/262840.json index cfc0d2012f18d9402542c1743b0be7af84b45a9f..624694662301a8b25b96696428959e19c3562d4c 100644 --- a/landing/lenses/262840.json +++ b/landing/lenses/262840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1205,8 +1205,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263020.json b/landing/lenses/263020.json index 692ceabb76f3852bc4c804c0f85d434e219e9061..aad4c6a970a762a8d9cd0f0af6d09aec0c5adc75 100644 --- a/landing/lenses/263020.json +++ b/landing/lenses/263020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1029,19 +1029,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1062,8 +1062,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1108,17 +1108,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1181,13 +1181,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1196,7 +1196,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1230,8 +1230,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263050.json b/landing/lenses/263050.json index 87be297bfbc7e85ab090c3fb10338dce1a893386..593179a756dd99a6927cc62fbbb372bf2c0c2101 100644 --- a/landing/lenses/263050.json +++ b/landing/lenses/263050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,7 +822,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 54.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 57.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-02-06", "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-02-06", "period": "2023", "status": "derived", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-02-06", "period": "2023", "status": "observed", @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1155,8 +1155,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263600.json b/landing/lenses/263600.json index 49245c1cec2b1f2602670e735fa43af2990af022..1edf0646e6e5a2becf6ab2d6276883804d7218d6 100644 --- a/landing/lenses/263600.json +++ b/landing/lenses/263600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263690.json b/landing/lenses/263690.json index 4c876ecfa4ccf1dce52bdcff25958dc646a95841..25099490b0c321c82c75d9663a6464beb0b71e96 100644 --- a/landing/lenses/263690.json +++ b/landing/lenses/263690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1230,8 +1230,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263700.json b/landing/lenses/263700.json index 9e110c87d1e01599350fbb12700bfcaf2c39ec7e..79b7e0582ec50ce8617f32ac32b37ba52ad7a851 100644 --- a/landing/lenses/263700.json +++ b/landing/lenses/263700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -957,10 +957,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1158,8 +1158,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263720.json b/landing/lenses/263720.json index 1749dc4eb9d67d4002f0f722c2b6f1126a3b594a..a80436035b562b0eb2c09269fa374335f735e4aa 100644 --- a/landing/lenses/263720.json +++ b/landing/lenses/263720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,10 +1127,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1242,8 +1242,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263750.json b/landing/lenses/263750.json index 0d9bc6cdb820c8915329fafea02afe8787a7b342..d60e70d6a2ce2b14ce45b3de8806e31b5986e9cc 100644 --- a/landing/lenses/263750.json +++ b/landing/lenses/263750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1214,8 +1214,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263770.json b/landing/lenses/263770.json index 71180bc9d38fa4231429d862fd2e02bb6d5c14cc..b15c0aded1c06dbd7c33b620a0d388dba53009aa 100644 --- a/landing/lenses/263770.json +++ b/landing/lenses/263770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1202,8 +1202,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263800.json b/landing/lenses/263800.json index 686524faa715846b97bf081db3efe8a7338acf88..531975cb8c9aca6cc9fb279b4e5bb3f5fe1dbdf8 100644 --- a/landing/lenses/263800.json +++ b/landing/lenses/263800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -899,7 +899,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 4.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 4.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1060,8 +1060,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1091,10 +1091,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1202,8 +1202,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263810.json b/landing/lenses/263810.json index 992d13335ae1cc5e5fbf4b1b55e843818b19fcaa..ded136c4e06447a9c053690a59ed5c33c8bf62b7 100644 --- a/landing/lenses/263810.json +++ b/landing/lenses/263810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263860.json b/landing/lenses/263860.json index cd7f758f308c4b42f243ef7e7d578638e7b9da7a..b7f043a56ffd8ca58258f64a96c491c9f076fd45 100644 --- a/landing/lenses/263860.json +++ b/landing/lenses/263860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1241,8 +1241,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263920.json b/landing/lenses/263920.json index 2cb87e6dbe243f0c4cafd323f93a17080ad3116c..69211fcd306fdee61417114946885f7c65c6acaa 100644 --- a/landing/lenses/263920.json +++ b/landing/lenses/263920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,10 +1129,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1244,8 +1244,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264450.json b/landing/lenses/264450.json index 8a521e27fa067acf185a9768945032a8ebd6632a..178aaa34e3afea5d19059bea8b7966729069714a 100644 --- a/landing/lenses/264450.json +++ b/landing/lenses/264450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1252,8 +1252,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264660.json b/landing/lenses/264660.json index d0b12a746665dabeba57d4a4c7b2a878a2c6562b..fdd29f21f7595f9150d3694746e2d5865ab02281 100644 --- a/landing/lenses/264660.json +++ b/landing/lenses/264660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -899,7 +899,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1193,13 +1193,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1242,8 +1242,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264850.json b/landing/lenses/264850.json index 0e8f52de7c2ca7ba98e59205abb1c47ea2e60c0c..84ab8056070990818608870d08663335509afb9d 100644 --- a/landing/lenses/264850.json +++ b/landing/lenses/264850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1019,19 +1019,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1052,8 +1052,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1098,17 +1098,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1177,7 +1177,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1186,7 +1186,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1220,8 +1220,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1421,12 +1421,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:603bd33377f7", + "target": "264850", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/264900.json b/landing/lenses/264900.json index db5086e5e99f0bab9ba0081917402f454676b169..92fea13fa1465d07bdf9d53f3b9ef8085b2be210 100644 --- a/landing/lenses/264900.json +++ b/landing/lenses/264900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 39점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1219,8 +1219,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/265520.json b/landing/lenses/265520.json index 6a6b32927958b64bcd7b36f7ebd540395d3b6a3e..110c7250b6bb44381f67280bf25537836a69d9a5 100644 --- a/landing/lenses/265520.json +++ b/landing/lenses/265520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1259,8 +1259,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/265560.json b/landing/lenses/265560.json index 9bc28455ecbd972442ca084b7d8332df2027b1b5..d3c03d63a8ffdfb2ff25ddca4d8eac30bec8f2e8 100644 --- a/landing/lenses/265560.json +++ b/landing/lenses/265560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1042,19 +1042,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,17 +1121,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1243,8 +1243,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1585,88 +1585,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1cc1beff58b1", - "target": "265560", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.721 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/265740.json b/landing/lenses/265740.json index 4c743ee984b3b307bff3150f2e95a4b7f13885e0..3001b9b1d7b2ce8be5e594d0909b038b5399dd7d 100644 --- a/landing/lenses/265740.json +++ b/landing/lenses/265740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1026,7 +1026,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1191,8 +1191,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/266170.json b/landing/lenses/266170.json index df58ed64057c0572560afc63d3dabc41e5548af6..b3644c8fbac96875a58865896252a0602bd2121c 100644 --- a/landing/lenses/266170.json +++ b/landing/lenses/266170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -38,10 +38,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -233,14 +233,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -360,10 +360,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -399,7 +399,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -419,7 +419,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -440,7 +440,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -530,10 +530,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -551,8 +551,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -580,7 +580,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/266350.json b/landing/lenses/266350.json index 9fdf69865ce58be7cc330c3533df0741517880fa..718b005d8633edcccbed885fe5abc1b3968caad1 100644 --- a/landing/lenses/266350.json +++ b/landing/lenses/266350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025Q4", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -734,7 +734,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -754,7 +754,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -845,10 +845,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -866,8 +866,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -887,7 +887,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -895,7 +895,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267080.json b/landing/lenses/267080.json index 767c8d58231d3d804313d5b6e7944c1abf7d7408..385e54ee1a2b5a7328de4aa5a608c157f2c9d21f 100644 --- a/landing/lenses/267080.json +++ b/landing/lenses/267080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025Q4", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -726,7 +726,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2024", "status": "derived", @@ -834,10 +834,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -855,8 +855,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,10 +880,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -894,7 +894,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267250.json b/landing/lenses/267250.json index 808124882f9e4a5abd64594933d8f98a793e42a3..0171fff71b2b2100029a71c02f7f18b068d6de4f 100644 --- a/landing/lenses/267250.json +++ b/landing/lenses/267250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1045,15 +1045,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1197,13 +1197,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1212,7 +1212,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1246,8 +1246,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1541,12 +1541,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4c4d0fc43f0d", + "target": "267250", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/267260.json b/landing/lenses/267260.json index c26b3ae1b3e1c3f351211a4230e509212f947d87..65ac13bf6c022ac527343083fffc5b38897efae2 100644 --- a/landing/lenses/267260.json +++ b/landing/lenses/267260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1242,8 +1242,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1663,7 +1663,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1685,7 +1685,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1703,8 +1703,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/267270.json b/landing/lenses/267270.json index c1c3fba51cb26aaa771f85097bddda00f86083fe..632fc0e2a9c650b3311f764d7d567b26d7d96073 100644 --- a/landing/lenses/267270.json +++ b/landing/lenses/267270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,18 +610,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 10.99, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 13.30, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -805,15 +805,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 10.99, + "grade": "dCR-A", + "score": 13.3, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 11.78, + "grade": "dCR-A", + "score": 14.15, "assumptions": { "scenarioStress": "moderate" } @@ -896,9 +896,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -913,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1040,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1129,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1241,8 +1242,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1275,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1289,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1321,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267290.json b/landing/lenses/267290.json index 9aa4ae37222da8c5c896f995cbc4a3de60e53989..597da782e2dfb6e017975cd655c58ae4ab769025 100644 --- a/landing/lenses/267290.json +++ b/landing/lenses/267290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1200,13 +1200,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1249,8 +1249,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267320.json b/landing/lenses/267320.json index 3827190239f3c900e570ff3612d83db77a15197d..bc9621bc2dcc8ecf8d579644fdc0d4d709906379 100644 --- a/landing/lenses/267320.json +++ b/landing/lenses/267320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -884,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1011,10 +1011,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1212,8 +1212,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1421,7 +1421,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1443,7 +1443,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1461,8 +1461,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/267790.json b/landing/lenses/267790.json index f102af23af68b10a32cac75ee079ecb506f6ca41..66dcb2322e856a24f556707c8c9be6037c3f1890 100644 --- a/landing/lenses/267790.json +++ b/landing/lenses/267790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1246,8 +1246,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,7 +1455,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1477,7 +1477,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1495,8 +1495,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/267850.json b/landing/lenses/267850.json index 9af43e38f0080b9679b0d7edd48ca2be7e4fae40..b117cef2a9dc1d2ffaf955fc0cc4c3d1e7f001aa 100644 --- a/landing/lenses/267850.json +++ b/landing/lenses/267850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1192,8 +1192,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267980.json b/landing/lenses/267980.json index 49d5957c6b9dddf6357259b22924f2a4ab742212..0ded462931d39dec4097fa922e1f9b2d423b1cfd 100644 --- a/landing/lenses/267980.json +++ b/landing/lenses/267980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1248,8 +1248,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/268280.json b/landing/lenses/268280.json index df14d8a3a6b60c2770afb09c7ea5713a716cdea7..a3872b2d7428ac28dae20df94854ade3a014de27 100644 --- a/landing/lenses/268280.json +++ b/landing/lenses/268280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1242,8 +1242,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/269620.json b/landing/lenses/269620.json index 2004dcf8b84beb74964fa0aeab4b29bbce3747b8..25a9bc798cb9e8b2e779df22d3502f519dd45070 100644 --- a/landing/lenses/269620.json +++ b/landing/lenses/269620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-24", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-24", "period": "2025", "status": "derived", @@ -1130,7 +1130,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-24", "period": "2025", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1243,8 +1243,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/270520.json b/landing/lenses/270520.json index 3cb70c715c2669d5e2a660e1a8bc85dd6bc4993b..497c9042f563ac14600fccaa5c910767bb590804 100644 --- a/landing/lenses/270520.json +++ b/landing/lenses/270520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -886,19 +886,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -919,8 +919,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -965,17 +965,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -985,7 +985,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1010,7 +1010,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1044,7 +1044,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1053,7 +1053,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/270660.json b/landing/lenses/270660.json index 654c530f9657cd6236d625ab746a20602a66196d..650935852c9a4dc0d094bab9b527b565c761b2cd 100644 --- a/landing/lenses/270660.json +++ b/landing/lenses/270660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1191,8 +1191,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/270870.json b/landing/lenses/270870.json index 5054509e47a19c21953f289cf4b35e886ae9079c..35d217ca8d688df8a4b1557f608495ee5f977cd7 100644 --- a/landing/lenses/270870.json +++ b/landing/lenses/270870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1066,7 +1066,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1234,8 +1234,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/271560.json b/landing/lenses/271560.json index ee758fcbc69a890a7bff88bfea3041cff949190b..8b64bae2080e50061b2ad8703c3f15150cdcbcdd 100644 --- a/landing/lenses/271560.json +++ b/landing/lenses/271560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1242,8 +1242,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1549,7 +1549,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1571,7 +1571,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1589,8 +1589,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/271830.json b/landing/lenses/271830.json index f49c8d417d33cb2814e0a370993af544de7de1ce..4f262108020dd184c030054ee59166667af1e65c 100644 --- a/landing/lenses/271830.json +++ b/landing/lenses/271830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -767,7 +767,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 35.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -782,14 +782,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -909,10 +909,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -955,7 +955,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -975,8 +975,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -997,8 +997,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1033,7 +1033,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1110,8 +1110,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1341,7 +1341,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1359,8 +1359,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/271940.json b/landing/lenses/271940.json index 57986df50338b83415c97f9631574d1b2bcb94b2..6957670b4efcfbd258d6d05dfce809658723b22a 100644 --- a/landing/lenses/271940.json +++ b/landing/lenses/271940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/271980.json b/landing/lenses/271980.json index b5b8b8eccf964ec222be5af27d4f94a76e42915a..5e43671c2470005b0be37ebbaea0c366aaa90325 100644 --- a/landing/lenses/271980.json +++ b/landing/lenses/271980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1244,8 +1244,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1445,88 +1445,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:265b67c5ecd9", - "target": "271980", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/272110.json b/landing/lenses/272110.json index e42796c18498b8e9981bb09e2fc3d0e00e719ef9..dfe8ed1276e7b407bb87189409ca67c6524c252b 100644 --- a/landing/lenses/272110.json +++ b/landing/lenses/272110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -883,7 +883,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -898,14 +898,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1025,19 +1025,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1058,8 +1058,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,17 +1104,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1149,7 +1149,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1177,13 +1177,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1192,7 +1192,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1226,8 +1226,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272210.json b/landing/lenses/272210.json index 51e96ab8969d3f8d3129a7e5e598070cc95645bb..a11522f3eb0ee6b69d8d2a9f5fa5cd8a3ad44cad 100644 --- a/landing/lenses/272210.json +++ b/landing/lenses/272210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1023,10 +1023,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1056,8 +1056,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1147,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1224,8 +1224,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272290.json b/landing/lenses/272290.json index 1d6574bbbc1f1ed3d61883545a765276c4e1d6b1..815d90d39633d3213ec326a1856b945074636af3 100644 --- a/landing/lenses/272290.json +++ b/landing/lenses/272290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1249,8 +1249,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272450.json b/landing/lenses/272450.json index a7793a96a67893a6a31e5d1b5f37c143f520f1ae..ebe69c32dad2c7211d3efe8ed4f7caa9bb7be0e3 100644 --- a/landing/lenses/272450.json +++ b/landing/lenses/272450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1061,8 +1061,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1203,8 +1203,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272550.json b/landing/lenses/272550.json index d26584d37c64e4e9570ff4cc4cf7d377a35b470b..c48b78cc9be30c8641d7faad54552f217f694881 100644 --- a/landing/lenses/272550.json +++ b/landing/lenses/272550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,7 +904,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1247,8 +1247,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/273060.json b/landing/lenses/273060.json index f2fda1fb1198671a992e0134e66b0297170f7b8f..d6b6fcdf997fe3df8bb208aa48d811af477793ae 100644 --- a/landing/lenses/273060.json +++ b/landing/lenses/273060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1203,8 +1203,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1412,7 +1412,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1434,7 +1434,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1452,8 +1452,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/273640.json b/landing/lenses/273640.json index 63806dde2c944e02a4a6a18fe3f997c9f58ae026..52567be2bdb0e5517d84938741a169f08f477b0e 100644 --- a/landing/lenses/273640.json +++ b/landing/lenses/273640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1007,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1038,10 +1038,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1149,8 +1149,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/274090.json b/landing/lenses/274090.json index 60728628305a6423e9905a986ca0d763f57f0da8..f8ae886caeaf216d9685426ed7cf27b463db1769 100644 --- a/landing/lenses/274090.json +++ b/landing/lenses/274090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2021", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -591,18 +591,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 34.04, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 31.79, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,15 +786,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 34.04, + "grade": "dCR-BBB-", + "score": 31.79, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 34.17, + "grade": "dCR-BBB-", + "score": 31.92, "assumptions": { "scenarioStress": "moderate" } @@ -871,12 +871,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1018,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1044,8 +1043,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1057,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1076,10 +1075,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1088,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1106,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1167,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1189,8 +1188,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/274400.json b/landing/lenses/274400.json index 9286c87ab68e4c4896d7f8e11eb4b2ffc2c35337..cd35835641b815dd9422484c786e6242daf0f22b 100644 --- a/landing/lenses/274400.json +++ b/landing/lenses/274400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -718,7 +718,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -731,8 +731,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -751,8 +751,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -762,7 +762,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -771,7 +771,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -839,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -860,8 +860,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/275630.json b/landing/lenses/275630.json index 1dbfb36bcd90682c725c6a45154230b689ce1438..054cf8777e197620e777fffd0cfdabfe2c08fc2d 100644 --- a/landing/lenses/275630.json +++ b/landing/lenses/275630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1031,19 +1031,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1064,8 +1064,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1110,17 +1110,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1183,13 +1183,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1198,7 +1198,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1232,8 +1232,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/276040.json b/landing/lenses/276040.json index 0404f5143ef25ae67c976d3104983b23ee79d659..8a327c76858df76bf5e99474e29471426a671e29 100644 --- a/landing/lenses/276040.json +++ b/landing/lenses/276040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -348,13 +348,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -548,14 +548,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -675,10 +675,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-07", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -721,7 +721,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -741,7 +741,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-07", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-07", "period": "2025", "status": "observed", @@ -855,10 +855,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -876,8 +876,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/276730.json b/landing/lenses/276730.json index 51e5c73023a99c9da2c71f512848b122b6fe4650..4752d43eea9d18d0c9bc2319af9c06c8d2aae23d 100644 --- a/landing/lenses/276730.json +++ b/landing/lenses/276730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -784,7 +784,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 237.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 250.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -799,14 +799,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -972,7 +972,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1127,8 +1127,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277070.json b/landing/lenses/277070.json index 389a92c61179ff4ec4d1164427127ab93e7917b6..df5ae9fe6d34d19e23e93e81013c6f1594b6d35f 100644 --- a/landing/lenses/277070.json +++ b/landing/lenses/277070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -157,7 +157,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -178,7 +178,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -210,7 +210,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -231,7 +231,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -263,7 +263,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -679,14 +679,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -806,19 +806,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -839,8 +839,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -852,7 +852,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -872,8 +872,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -885,17 +885,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -905,7 +905,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -930,7 +930,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -964,7 +964,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -973,7 +973,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1007,8 +1007,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1023,10 +1023,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1041,10 +1041,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1055,7 +1055,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1063,7 +1063,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277410.json b/landing/lenses/277410.json index f0f384210e6553503a4ae34fe10cf78ff109d004..95e0208f6aeea2c6bb5e47d64de28add12e94946 100644 --- a/landing/lenses/277410.json +++ b/landing/lenses/277410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,7 +896,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 11.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 10.72%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,10 +1125,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1240,8 +1240,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277810.json b/landing/lenses/277810.json index 1a4a7a216ae73682081c9c3dbe046d5409ed322b..bc17cabc8340b2a231f21bbde243ee5eb6f2383d 100644 --- a/landing/lenses/277810.json +++ b/landing/lenses/277810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2021", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -889,7 +889,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -909,8 +909,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -930,8 +930,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -958,7 +958,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1020,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1041,8 +1041,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1070,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277880.json b/landing/lenses/277880.json index 2ad5e4a1843350b579daddf9e80a07a34c3eb830..a0837ae6a056011cece1adb03b6dfdf053968b7f 100644 --- a/landing/lenses/277880.json +++ b/landing/lenses/277880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,7 +863,7 @@ }, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.89%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1207,8 +1207,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/278280.json b/landing/lenses/278280.json index c6cea7395fd65121602bc0f23ebd65ff18d38fa4..359e4efd73522f8323526c556c5f9178053e69c2 100644 --- a/landing/lenses/278280.json +++ b/landing/lenses/278280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -602,18 +602,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 32.15, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.76, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -798,14 +798,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 32.15, + "score": 35.76, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 32.63, + "score": 36.33, "assumptions": { "scenarioStress": "moderate" } @@ -898,7 +898,7 @@ "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 9.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1241,8 +1241,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/278470.json b/landing/lenses/278470.json index 8505ba31015a9cb83382960d4dcdbd3bdef28b7d..f7890356e20757a53021e3e1edb2d932eec21fd8 100644 --- a/landing/lenses/278470.json +++ b/landing/lenses/278470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1217,8 +1217,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1426,7 +1426,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1448,7 +1448,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1466,8 +1466,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/278650.json b/landing/lenses/278650.json index 5fad7c06eb76f8f8c17a6f6ebddabe3eed1761c4..c8842810830d72809a9e4a606a8c34b376170b32 100644 --- a/landing/lenses/278650.json +++ b/landing/lenses/278650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -591,18 +591,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 27.27, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -787,14 +787,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 30.02, + "score": 27.27, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 31.35, + "score": 28.4, "assumptions": { "scenarioStress": "moderate" } @@ -875,7 +875,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 9.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1017,15 +1017,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1050,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,17 +1096,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1175,7 +1175,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1184,7 +1184,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1218,8 +1218,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1419,12 +1419,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d8315be8da82", + "target": "278650", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.574 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/278990.json b/landing/lenses/278990.json index 75f4d4960d700ecdd97b3645c805852a8e579824..537604dcb0a57eb8a05fea640d4a7f39b0f968c0 100644 --- a/landing/lenses/278990.json +++ b/landing/lenses/278990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -364,19 +364,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -397,8 +397,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -410,7 +410,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -430,8 +430,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -443,17 +443,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -488,7 +488,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -522,7 +522,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -531,7 +531,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -544,10 +544,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -590,10 +590,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -604,7 +604,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -612,7 +612,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -628,7 +628,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -878,88 +878,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0c71345b3ad0", - "target": "278990", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/279570.json b/landing/lenses/279570.json index 881cecdae24bbe0b882a9f940deb56d1545bd67d..ce70661587a81f943ed2127037a0b3b44f48edcb 100644 --- a/landing/lenses/279570.json +++ b/landing/lenses/279570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -689,8 +689,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -702,8 +702,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -720,10 +720,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -733,7 +733,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -742,7 +742,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -831,8 +831,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/279600.json b/landing/lenses/279600.json index 5889839f31ad1ac321cb2ecfaf9c9e25b8a03b77..2cb1b06cbb399d85d5d97d5d986e78234f4a4453 100644 --- a/landing/lenses/279600.json +++ b/landing/lenses/279600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -806,7 +806,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 144.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 139.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1088,10 +1088,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1109,8 +1109,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/280360.json b/landing/lenses/280360.json index a295f0ff0c3569b7bb5ef9b0f853fc52b31ca293..e7729478b68821e13d98aeffe13663a6c71ebf02 100644 --- a/landing/lenses/280360.json +++ b/landing/lenses/280360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,10 +1134,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1249,8 +1249,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/281740.json b/landing/lenses/281740.json index 51bbd92a202a9e8ec008723e7bf1afa775a8d71d..33723bcee7a9a88930380c86ea8cd7b29bd26642 100644 --- a/landing/lenses/281740.json +++ b/landing/lenses/281740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1220,8 +1220,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,10 +1236,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1254,10 +1254,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/281820.json b/landing/lenses/281820.json index c0f38d32ee4095b32f16f57da899e8b92727e846..8733c993e85c16451d4b65145942b84371fe1db7 100644 --- a/landing/lenses/281820.json +++ b/landing/lenses/281820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1202,8 +1202,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/282330.json b/landing/lenses/282330.json index 5ff13a32fa8011df5afd3f31eb6255a9fd5a4455..25955184df41ec90cabd670fac1bf24ac56ec603 100644 --- a/landing/lenses/282330.json +++ b/landing/lenses/282330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,7 +904,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1247,8 +1247,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/282620.json b/landing/lenses/282620.json index 8990865ad2314ee8fe5006fd43a91fca2d76ae82..fc5dddf88942c255d5a661c2f63e87ad2e56b4b5 100644 --- a/landing/lenses/282620.json +++ b/landing/lenses/282620.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -333,7 +333,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/282720.json b/landing/lenses/282720.json index bb0c590e9d38729c07769c2001149ba9719bee54..d7c39694fe57a8129aafd9fda5816a91c6541eba 100644 --- a/landing/lenses/282720.json +++ b/landing/lenses/282720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -971,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1095,7 +1095,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1151,10 +1151,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1172,8 +1172,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/282880.json b/landing/lenses/282880.json index a1b00246e1646b549ed8aad7d1921e9a1aca5ba0..568ae4728f716c79869daedb8f9bffe9bb043972 100644 --- a/landing/lenses/282880.json +++ b/landing/lenses/282880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -882,7 +882,7 @@ "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1024,19 +1024,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1057,8 +1057,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1103,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1182,7 +1182,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1191,7 +1191,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1225,8 +1225,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1426,12 +1426,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a22d2cb0c024", + "target": "282880", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/284620.json b/landing/lenses/284620.json index 96c3dec2a40ecf8fc4564c4b9597959718e4eaee..9ca00b50013d3c04b738baa710ea6bec1637e8e0 100644 --- a/landing/lenses/284620.json +++ b/landing/lenses/284620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -878,10 +878,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -917,7 +917,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1028,10 +1028,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1049,8 +1049,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1070,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1078,7 +1078,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/284740.json b/landing/lenses/284740.json index 77527d60fc0424a3ec4dc32e131f8ff0b3d35ab5..478b0f7a3f49d16245d198b0d9a3b9037486578f 100644 --- a/landing/lenses/284740.json +++ b/landing/lenses/284740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1037,19 +1037,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1116,17 +1116,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1189,13 +1189,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1204,7 +1204,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1238,8 +1238,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/285130.json b/landing/lenses/285130.json index 3c7d60b3131f2110f03f9dc01861e1ed9a972c1d..40b197606eaa852c58c5610a8c35d81cfabe7d5e 100644 --- a/landing/lenses/285130.json +++ b/landing/lenses/285130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1251,8 +1251,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/285490.json b/landing/lenses/285490.json index af04a585be7c7770a7d6b12f6c5384faa09f7cde..0f1ccbc071e67919513c396dfe29632f5e5f3baa 100644 --- a/landing/lenses/285490.json +++ b/landing/lenses/285490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1225,8 +1225,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1268,10 +1268,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1646,7 +1646,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1668,7 +1668,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1686,8 +1686,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/285800.json b/landing/lenses/285800.json index 3dbb19ea8baf3a8a4342f05e4d99d9b20283d637..297cb54dd64ae274f33e841503adc1c37034cb95 100644 --- a/landing/lenses/285800.json +++ b/landing/lenses/285800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -892,19 +892,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1044,13 +1044,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1059,7 +1059,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,10 +1109,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1127,10 +1127,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/286750.json b/landing/lenses/286750.json index 71b4454ab3718a6a53d58f3504318dcbafa9f130..b357822aae424e1b1918282d18177401167235d9 100644 --- a/landing/lenses/286750.json +++ b/landing/lenses/286750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -809,7 +809,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 21.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 23.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -951,10 +951,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1152,8 +1152,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,10 +1168,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1186,10 +1186,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/286940.json b/landing/lenses/286940.json index e223d284a95e323e26f2102759827fbb6b61ba70..b05380ba381dada83d2e3141d02de02cffc0981b 100644 --- a/landing/lenses/286940.json +++ b/landing/lenses/286940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1232,8 +1232,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/287840.json b/landing/lenses/287840.json index 6e5241d4e3d6282b8b39106f733ede8f6bf58aa8..5e0a15e57139f0cf1d5423255715e1defed92db8 100644 --- a/landing/lenses/287840.json +++ b/landing/lenses/287840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,8 +679,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/288180.json b/landing/lenses/288180.json index 5ea8797ab546c577e92b99f4dbc44d82a83223d0..5623ab10ade162877c2ca6969e2b00aff1c57d29 100644 --- a/landing/lenses/288180.json +++ b/landing/lenses/288180.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -552,8 +552,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/288330.json b/landing/lenses/288330.json index 35df99fe67a07339469f8043492f53a5b749d229..9ed3d8f4d33773809f6aabaca06629b7b3c57c01 100644 --- a/landing/lenses/288330.json +++ b/landing/lenses/288330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,7 +812,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 359.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 350.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-07", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -986,7 +986,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-07", "period": null, "status": "derived", @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-07", "period": null, "status": "observed", @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1115,8 +1115,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/288620.json b/landing/lenses/288620.json index 587b9d06c2f66cfd1d86d982651d612524656427..5236869bf4ba8de98c86f6812b69a2e6af139cfb 100644 --- a/landing/lenses/288620.json +++ b/landing/lenses/288620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,7 +892,7 @@ "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 14.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 13.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1034,19 +1034,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1113,17 +1113,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1192,7 +1192,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1201,7 +1201,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1235,8 +1235,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1487,12 +1487,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1b33999c0354", + "target": "288620", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/288980.json b/landing/lenses/288980.json index c889ae47ef37aa777bc3ce8dcb334c26a4dbe182..5739f3bac4bdfcd2a908bf650e2587be06bdbab2 100644 --- a/landing/lenses/288980.json +++ b/landing/lenses/288980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,7 +777,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 929.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 958.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -792,14 +792,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -919,10 +919,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -965,7 +965,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -985,8 +985,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1007,8 +1007,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1043,7 +1043,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1099,10 +1099,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1120,8 +1120,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289010.json b/landing/lenses/289010.json index 22eadbc0de30620142c1a32950729d4220683df2..469f56ecca4b4ab16b307828b3bebd15e360a023 100644 --- a/landing/lenses/289010.json +++ b/landing/lenses/289010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1012,19 +1012,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1038,8 +1038,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1083,17 +1083,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1154,13 +1154,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1169,7 +1169,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1203,8 +1203,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1246,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289080.json b/landing/lenses/289080.json index 7b2e98a4a577d14251eb0222080cea1dba5b1fd5..546a7afd1982922e1900263b23070f125a3a997a 100644 --- a/landing/lenses/289080.json +++ b/landing/lenses/289080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -94,7 +94,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -114,7 +114,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -348,13 +348,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -473,14 +473,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -600,10 +600,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -646,7 +646,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -666,8 +666,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -688,8 +688,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -724,7 +724,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -780,10 +780,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -801,8 +801,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -822,7 +822,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -830,7 +830,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1090,7 +1090,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/289220.json b/landing/lenses/289220.json index 990d4385ee24c582402dc19ac15ca9f5c27c0303..dee2b74dc157288f149ed122efcb79b0e61c7fd4 100644 --- a/landing/lenses/289220.json +++ b/landing/lenses/289220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,7 +793,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1136,8 +1136,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289930.json b/landing/lenses/289930.json index 5cf150371a55a2b3f5301ddf29b9be85ec93235b..94e4b7a2c504731c4a6119e85719a5292862a40e 100644 --- a/landing/lenses/289930.json +++ b/landing/lenses/289930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290090.json b/landing/lenses/290090.json index e27bb8e20be926ba5bd3b1629d676252f9a33678..ebd9dfe33422ff94e59aa400018669e0acde97f2 100644 --- a/landing/lenses/290090.json +++ b/landing/lenses/290090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -900,19 +900,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -933,8 +933,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,17 +979,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1058,7 +1058,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1067,7 +1067,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1101,8 +1101,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,12 +1310,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f8d26f161a8c", + "target": "290090", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.569 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/290120.json b/landing/lenses/290120.json index 924fda3b6ffaea1d0347fb16a7456a53b56920f5..a5472ca34c30830ab8af963e014f3041d61ace87 100644 --- a/landing/lenses/290120.json +++ b/landing/lenses/290120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1035,19 +1035,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1068,8 +1068,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1114,17 +1114,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1193,7 +1193,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1202,7 +1202,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1236,8 +1236,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,10 +1252,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1270,10 +1270,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1578,88 +1578,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:faddec453cf9", - "target": "290120", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.552 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/290270.json b/landing/lenses/290270.json index 35a017c976bd909ccaa86d8f807accd746cdf6a2..3e951c489e64cd5f2df4c9ab33c1315fc6dd2b9f 100644 --- a/landing/lenses/290270.json +++ b/landing/lenses/290270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1231,8 +1231,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290380.json b/landing/lenses/290380.json index 13965ae394327dbb60d2eff9b2cf3e765210b4ee..ad351fab34d98563eb264477bfd3e7c02408890e 100644 --- a/landing/lenses/290380.json +++ b/landing/lenses/290380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,8 +630,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290520.json b/landing/lenses/290520.json index 7f1a85bbb9c884c8ffc0b66ff5867534598bb3e3..7781ead1353566fa3af580120f7b0ae7138e808b 100644 --- a/landing/lenses/290520.json +++ b/landing/lenses/290520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,14 +813,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -940,10 +940,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -986,7 +986,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1006,8 +1006,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1028,8 +1028,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1064,7 +1064,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1141,8 +1141,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,10 +1166,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290550.json b/landing/lenses/290550.json index 9359b7f1466227e7bda40264edb4e4b038baefd4..a8a3fa900a0a243a793be8af45682010627a8a5c 100644 --- a/landing/lenses/290550.json +++ b/landing/lenses/290550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1068,8 +1068,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,10 +1121,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1236,8 +1236,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290560.json b/landing/lenses/290560.json index 1049e2fac1b81729f1e2cb4372c52ff7991792ed..a8f6f8e049d07614067746211770a1146d41a9a2 100644 --- a/landing/lenses/290560.json +++ b/landing/lenses/290560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1111,8 +1111,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290650.json b/landing/lenses/290650.json index e0fed97001c8c9ff85f2de906ae85718ed42cfec..5be4c2202ec23a9ecd4e9a6dbfd3d09ef58ee93a 100644 --- a/landing/lenses/290650.json +++ b/landing/lenses/290650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -898,7 +898,7 @@ "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 24.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 20.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1241,8 +1241,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290660.json b/landing/lenses/290660.json index 771e3e89d7b1fc977d7f6f0b1289498a401fe3e0..50d360dcc41274aea36b8f928be1368077348bc2 100644 --- a/landing/lenses/290660.json +++ b/landing/lenses/290660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,7 +822,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 23.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 20.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -997,7 +997,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1165,8 +1165,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290670.json b/landing/lenses/290670.json index 34bc1a91a7efa6e4af0b703990cb14046e88f6d8..36fbdbab65a7749d4f1ccddeebc1e1a5ea02fd9e 100644 --- a/landing/lenses/290670.json +++ b/landing/lenses/290670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -895,7 +895,7 @@ "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 103.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 104.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1238,8 +1238,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1447,7 +1447,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1469,7 +1469,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1487,15 +1487,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/290690.json b/landing/lenses/290690.json index 83fb7650fcf7659cc2562224f26c3501163352d5..957766677a143d3d6b74f62339501b70e4b16ad4 100644 --- a/landing/lenses/290690.json +++ b/landing/lenses/290690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 41.23, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 38.98, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 41.23, + "score": 38.98, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 41.5, + "score": 39.25, "assumptions": { "scenarioStress": "moderate" } @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1163,8 +1163,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,10 +1188,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1206,10 +1206,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290720.json b/landing/lenses/290720.json index bec1357146f2ebdee60897402ced2c4d2a87a565..e309f086b4f5c806c0ef3ffdf37b8af439898220 100644 --- a/landing/lenses/290720.json +++ b/landing/lenses/290720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,10 +1120,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1235,8 +1235,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290740.json b/landing/lenses/290740.json index cf5cc040df4c2625f4927797f21b875b23c1410f..e148d209375c3941c684b5871ec3bd223c8dfd74 100644 --- a/landing/lenses/290740.json +++ b/landing/lenses/290740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1032,19 +1032,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1065,8 +1065,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,17 +1111,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1184,13 +1184,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1199,7 +1199,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1233,8 +1233,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/291230.json b/landing/lenses/291230.json index 44d3ec077823f96bda9fd909f4c038d472a823be..d077a2b10a4d41da248d635f55fac2f63c2da373 100644 --- a/landing/lenses/291230.json +++ b/landing/lenses/291230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -531,18 +531,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 45.00, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 44.00, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,14 +727,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 45.0, + "score": 44.0, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 45.88, + "score": 44.7, "assumptions": { "scenarioStress": "moderate" } @@ -822,7 +822,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 29.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1165,8 +1165,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/291650.json b/landing/lenses/291650.json index f077da4b8801492ad1d964576cb34c62ce44523d..15c8c7ac41479229be0b1442b9a0dd7df2936f46 100644 --- a/landing/lenses/291650.json +++ b/landing/lenses/291650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -882,8 +882,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -902,8 +902,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -922,7 +922,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1011,8 +1011,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1032,7 +1032,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1040,7 +1040,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/291810.json b/landing/lenses/291810.json index 47c897eb77e8d52e70cfe727116420dfcd10ca5d..b2a37f10fee9daeb9eb8c47de95a554878d0ab8c 100644 --- a/landing/lenses/291810.json +++ b/landing/lenses/291810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -575,7 +575,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -736,7 +736,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -780,7 +780,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -878,8 +878,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293480.json b/landing/lenses/293480.json index 13ed7c17914285f487f17000520cf67f54a8b00f..2d3b56349a93ca2d8b6b655b042a33b610e70635 100644 --- a/landing/lenses/293480.json +++ b/landing/lenses/293480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1193,8 +1193,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293490.json b/landing/lenses/293490.json index 09310aa32dd910f62e42df70c6d3fae0c33e4e12..021fea55b689deeb845cb41306c2a406395711f4 100644 --- a/landing/lenses/293490.json +++ b/landing/lenses/293490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1201,8 +1201,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293580.json b/landing/lenses/293580.json index 36a8e6d27eb06e397b5ff57e38700a8b9629fa4e..064e8bcc15c0366063046ce3180b64776bb8eb90 100644 --- a/landing/lenses/293580.json +++ b/landing/lenses/293580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -658,14 +658,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -785,10 +785,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -818,7 +818,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -831,7 +831,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -851,8 +851,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -884,7 +884,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -986,8 +986,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1002,10 +1002,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1020,10 +1020,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1034,7 +1034,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1042,7 +1042,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1050,7 +1050,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1066,7 +1066,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293780.json b/landing/lenses/293780.json index 50ab02d1a727168d7eab78ab452afa5a84380ea4..6a4f42911ee2e40384e5cc8ff02275e9179886ec 100644 --- a/landing/lenses/293780.json +++ b/landing/lenses/293780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -661,14 +661,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -788,19 +788,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -821,8 +821,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -834,7 +834,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -854,8 +854,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -867,17 +867,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -887,7 +887,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -912,7 +912,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -940,13 +940,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -955,7 +955,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -989,8 +989,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1010,7 +1010,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1018,7 +1018,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293940.json b/landing/lenses/293940.json index 7f8d85bdf3cb6362a8e5d141f1c58ba2a298d5bc..6cf7bb4687f5ac8d50b1f269b9b17c27d9277c53 100644 --- a/landing/lenses/293940.json +++ b/landing/lenses/293940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -245,14 +245,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -367,10 +367,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -386,7 +386,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -399,8 +399,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -419,8 +419,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -430,7 +430,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -439,7 +439,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -507,10 +507,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -528,8 +528,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -553,10 +553,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -571,10 +571,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -593,7 +593,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294090.json b/landing/lenses/294090.json index aa2ca15a71b822df2a37c6afd4146f99fbdb8e03..45a6680e60e2056769407b9e88f32441c0dd4b80 100644 --- a/landing/lenses/294090.json +++ b/landing/lenses/294090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -722,14 +722,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -888,7 +888,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -908,7 +908,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1020,8 +1020,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1041,7 +1041,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1049,7 +1049,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294140.json b/landing/lenses/294140.json index 9f13ee4e63d41f6c2e61c33c3c195b2bdd7242f2..755642395a08ae7e55c7187b3fd143272362aa87 100644 --- a/landing/lenses/294140.json +++ b/landing/lenses/294140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -522,18 +522,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 49.40, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 51.75, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,14 +718,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 49.4, + "score": 51.75, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 50.17, + "score": 52.71, "assumptions": { "scenarioStress": "moderate" } @@ -806,7 +806,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 28.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -967,7 +967,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1088,10 +1088,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1109,8 +1109,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,10 +1125,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1143,10 +1143,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294570.json b/landing/lenses/294570.json index 58cc20ad0cf28803c7bc546c9d4c869a0ca92827..fede9bc73906dade0693e0e515ac0108439c7c71 100644 --- a/landing/lenses/294570.json +++ b/landing/lenses/294570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -719,14 +719,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -846,10 +846,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -872,8 +872,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -885,7 +885,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -905,8 +905,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -924,10 +924,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -937,7 +937,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -954,7 +954,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1037,8 +1037,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1058,7 +1058,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1066,7 +1066,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294630.json b/landing/lenses/294630.json index 6e64fc75d36aca6057c91300426a0f03ae0efb6e..ed0eb4f414cb5c60e9480729d114caec11d4fcdd 100644 --- a/landing/lenses/294630.json +++ b/landing/lenses/294630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -661,14 +661,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -788,10 +788,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -820,8 +820,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -840,8 +840,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -860,7 +860,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -928,10 +928,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -949,8 +949,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -970,7 +970,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -978,7 +978,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294870.json b/landing/lenses/294870.json index ce39cd5645d7aeeccd3c141ec57c04bf100c399a..93b1fa5aa57496744346680cb7baa78abb47e765 100644 --- a/landing/lenses/294870.json +++ b/landing/lenses/294870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,14 +909,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1036,10 +1036,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1069,8 +1069,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,10 +1122,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1216,10 +1216,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1237,8 +1237,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/295310.json b/landing/lenses/295310.json index c92526384d2e7b49d32a22e8425780ecd110d609..b4ce1520cb4aebece7919b45d2e1e93b34c5c13c 100644 --- a/landing/lenses/295310.json +++ b/landing/lenses/295310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -405,14 +405,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -532,10 +532,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -551,7 +551,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -564,8 +564,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,8 +584,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -595,7 +595,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -604,7 +604,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -672,10 +672,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -693,8 +693,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -718,10 +718,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -732,7 +732,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -740,7 +740,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -756,7 +756,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/296640.json b/landing/lenses/296640.json index 81308817b3be146875226c86690dafb5db1ffc4e..d22a127a628f53791f09077e3435eaac600dcadc 100644 --- a/landing/lenses/296640.json +++ b/landing/lenses/296640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1170,8 +1170,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/297090.json b/landing/lenses/297090.json index 9d027eb3cdbc7a93668eb56d7159cf07f122f8c4..8ef04d016106728469cf6e4f7ee9b1f8d9af368b 100644 --- a/landing/lenses/297090.json +++ b/landing/lenses/297090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -586,13 +586,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,7 +692,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -711,7 +711,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -884,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1011,19 +1011,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1044,8 +1044,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,17 +1090,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1110,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1163,13 +1163,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1178,7 +1178,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1212,8 +1212,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/297570.json b/landing/lenses/297570.json index fe03232552376c1fe6b8c1b3810160d8bbf07c7a..c789b6f8595e3028c38f04cf3b3f7a453f9c486e 100644 --- a/landing/lenses/297570.json +++ b/landing/lenses/297570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-20", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1175,8 +1175,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/297890.json b/landing/lenses/297890.json index 798faf57e6d83d934cf7b3766d11409419cc358d..9a247065a84a8c4d5cffdcc153934670f899c71d 100644 --- a/landing/lenses/297890.json +++ b/landing/lenses/297890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -878,14 +878,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1005,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1185,10 +1185,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1206,8 +1206,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298000.json b/landing/lenses/298000.json index ea22a5e16bafe9156fe25adeb48a938947794754..a292c6007f370c08a588d401e0db61ec59f5d496 100644 --- a/landing/lenses/298000.json +++ b/landing/lenses/298000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -599,18 +599,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-B", - "summary": "dCR 위험점수 55.18, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 55.45, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,14 +795,14 @@ "id": "base", "label": "기준", "grade": "dCR-B", - "score": 55.18, + "score": 55.45, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 55.78, + "score": 55.96, "assumptions": { "scenarioStress": "moderate" } @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1223,8 +1223,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1257,10 +1257,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298020.json b/landing/lenses/298020.json index c34aff95961eaee12bd13168c2415b01f9e2cc8f..ac24e058642c90e72f410481196a0cba9c7c6b7d 100644 --- a/landing/lenses/298020.json +++ b/landing/lenses/298020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,10 +1123,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1238,8 +1238,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,10 +1254,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1272,10 +1272,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298040.json b/landing/lenses/298040.json index de6bc9e7c0c82f3f96c13af9e19143ae329b39a0..22b8a5ff7795cd5c28de7ac5340c75f3b83b1c7b 100644 --- a/landing/lenses/298040.json +++ b/landing/lenses/298040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1031,15 +1031,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1064,8 +1064,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1110,17 +1110,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1183,13 +1183,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1198,7 +1198,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1232,8 +1232,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,10 +1248,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1266,10 +1266,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1574,88 +1574,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8720e4d8b675", - "target": "298040", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/298050.json b/landing/lenses/298050.json index e33d0b20ca53006307e24e60dd66071a4efb2941..f35a73b52993709284a19c3b37870a8c06fca1fd 100644 --- a/landing/lenses/298050.json +++ b/landing/lenses/298050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,7 +896,7 @@ "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 8.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 8.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -911,14 +911,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1038,19 +1038,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1117,17 +1117,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1196,7 +1196,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1205,7 +1205,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1239,8 +1239,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,10 +1255,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1273,10 +1273,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1581,88 +1581,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:e488f9e1722c", - "target": "298050", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.625 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/298060.json b/landing/lenses/298060.json index 836c02264c0e5e82ebe9fb1cb60a96bfd320b2d0..390bb6a023d7178ad9b756790e3c32ef86ad1ea4 100644 --- a/landing/lenses/298060.json +++ b/landing/lenses/298060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -955,7 +955,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1008,7 +1008,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,8 +1097,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,7 +1118,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298380.json b/landing/lenses/298380.json index 4f7cddfd7c442f747ff3132354efafc1edb0864f..f4b9c2217f5cbb08e262406fb851bb9a60eb92c4 100644 --- a/landing/lenses/298380.json +++ b/landing/lenses/298380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -532,18 +532,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 38.26, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 38.82, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,14 +728,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 38.26, + "score": 38.82, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 38.95, + "score": 39.41, "assumptions": { "scenarioStress": "moderate" } @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -996,8 +996,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1049,10 +1049,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1164,8 +1164,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298540.json b/landing/lenses/298540.json index aeeaa6253549f27c8ce505838cd9f43577df92e1..da9f8f767824b8a8cf9744dd092bfdcff102c3b5 100644 --- a/landing/lenses/298540.json +++ b/landing/lenses/298540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,7 +865,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.18%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -881,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1008,10 +1008,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1209,8 +1209,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298690.json b/landing/lenses/298690.json index 8f421ffa368106728e8c0a96c211e4e5ab406205..137594254a12d837aad7f7ec48657f4932a9be49 100644 --- a/landing/lenses/298690.json +++ b/landing/lenses/298690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 60점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 29.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 29.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1021,8 +1021,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1041,7 +1041,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1109,10 +1109,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1130,8 +1130,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298830.json b/landing/lenses/298830.json index 3da0f5881e7b5a8ee614d68a2dd6d05218e368f3..678e2df1a03a5fa6d7ed24bc6239c09dcb883a69 100644 --- a/landing/lenses/298830.json +++ b/landing/lenses/298830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,14 +826,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -986,8 +986,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,10 +1039,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1052,7 +1052,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1077,7 +1077,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1154,8 +1154,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299030.json b/landing/lenses/299030.json index 8cac70c532424543c7754fe938964a3a01bb5926..15777e6e9f79bd6d6cf7a55cfe20f34b363e2a20 100644 --- a/landing/lenses/299030.json +++ b/landing/lenses/299030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,7 +793,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 15.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 15.79%). 최근 주가 하락이 반영된 결과", "D/EBITDA 1607.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -962,8 +962,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -975,8 +975,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -994,10 +994,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1007,7 +1007,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1107,8 +1107,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299170.json b/landing/lenses/299170.json index 1f9591e4ec1630ceb290afa13c84a7c5992d6f0e..c74dc2d834e7e79adcbe79159f76aabdd0470a62 100644 --- a/landing/lenses/299170.json +++ b/landing/lenses/299170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 6.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 6.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1202,8 +1202,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299660.json b/landing/lenses/299660.json index 56f1080d9d068649a48a4486883c3325fcc085b8..f8cf76dd480e5320d68f0d4c6dff2c135580c776 100644 --- a/landing/lenses/299660.json +++ b/landing/lenses/299660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -115,7 +115,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -145,7 +145,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -166,7 +166,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2021", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -666,14 +666,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -793,10 +793,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -812,8 +812,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -825,8 +825,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -843,10 +843,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -856,7 +856,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -865,7 +865,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -933,10 +933,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -954,8 +954,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -983,7 +983,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299900.json b/landing/lenses/299900.json index 607a0ab4eeb1646179a41da98dd87f10aec53e19..796f6f5d68b609d28f997e1a37ea4ee6d438e8f8 100644 --- a/landing/lenses/299900.json +++ b/landing/lenses/299900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-09", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-09", "period": "2025", "status": "derived", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-09", "period": "2025", "status": "observed", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1234,8 +1234,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/300080.json b/landing/lenses/300080.json index da17230ed8f2e0450ac0cb80032b66bba226dd4e..504390d8bc96c7f8fadc6275fcef4d390652bb28 100644 --- a/landing/lenses/300080.json +++ b/landing/lenses/300080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1149,8 +1149,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/300120.json b/landing/lenses/300120.json index 9a76e69ad9ed5dcdd7b35fa603a75a588fce2790..47f6846f866e10eb3e5f41ed0ba9fa8393ddb4bb 100644 --- a/landing/lenses/300120.json +++ b/landing/lenses/300120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 17.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 18.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -982,7 +982,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1150,8 +1150,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1359,7 +1359,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1381,7 +1381,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1399,15 +1399,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/300720.json b/landing/lenses/300720.json index 8985270dd94d1d00f9e8ce8c7bb861e9cf7b0e1f..e0c066b04ceebac515ec9fc231ae8217940f9273 100644 --- a/landing/lenses/300720.json +++ b/landing/lenses/300720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1063,8 +1063,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1116,10 +1116,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1231,8 +1231,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/301300.json b/landing/lenses/301300.json index ec93432208b2ad6addf595be262141f9170c4015..6706ce83fd3c7c71bc53b897a1a3e4c4d52e61cf 100644 --- a/landing/lenses/301300.json +++ b/landing/lenses/301300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.6점 하향 (PD 23.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.6점 하향 (PD 29.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -936,19 +936,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -969,8 +969,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1015,17 +1015,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1035,7 +1035,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1094,7 +1094,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1103,7 +1103,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1137,8 +1137,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1338,88 +1338,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:45748f37eea4", - "target": "301300", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.531 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/302430.json b/landing/lenses/302430.json index ff9065da4525264f71541e05c8819c7eedfbbb17..853b183f5bcb30c1208fa1ebe6ac395ae623fc24 100644 --- a/landing/lenses/302430.json +++ b/landing/lenses/302430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 20.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 22.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -796,15 +796,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 20.19, + "grade": "dCR-BBB", + "score": 22.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 20.41, + "grade": "dCR-BBB", + "score": 22.41, "assumptions": { "scenarioStress": "moderate" } @@ -887,11 +887,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1066,8 +1066,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,10 +1119,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1234,8 +1234,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/302440.json b/landing/lenses/302440.json index 6105871a77eb9d3636e60b9fb1acf71ccb6871b7..898ba26c6c89963ec6aee27e3caf0b694498759f 100644 --- a/landing/lenses/302440.json +++ b/landing/lenses/302440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -866,7 +866,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -881,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1008,10 +1008,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1041,8 +1041,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,10 +1094,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1209,8 +1209,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/302550.json b/landing/lenses/302550.json index f20fecfe0ecc01316906c419a42e7ad87c8ebf19..738ecc9b5504ff2f856a965d5b6896853943446b 100644 --- a/landing/lenses/302550.json +++ b/landing/lenses/302550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1217,8 +1217,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303030.json b/landing/lenses/303030.json index 5d5203d233aadb222dada388ad57ca8b49172855..e2e0ec569c659740d8e2c6f18efde549285329f0 100644 --- a/landing/lenses/303030.json +++ b/landing/lenses/303030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 76.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 82.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1036,7 +1036,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1178,8 +1178,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303360.json b/landing/lenses/303360.json index 8c830ab525f81d32b9534a685dec88a807f20455..5f891865060657a91664f3b60e4a09873db85209 100644 --- a/landing/lenses/303360.json +++ b/landing/lenses/303360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1110,8 +1110,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303530.json b/landing/lenses/303530.json index 0c67800674b13800b8ec07794741b894b4afd93d..a6c8b4bb0fe053b3344d7d8e294dd11b55986587 100644 --- a/landing/lenses/303530.json +++ b/landing/lenses/303530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1018,7 +1018,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1186,8 +1186,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1395,7 +1395,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1417,7 +1417,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1435,15 +1435,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/303810.json b/landing/lenses/303810.json index f53cdbeb4efe59d9de2e0df4a1ea9bf5685f1f47..bc6a2c1279e09805f6940a771ed681b0e63c8797 100644 --- a/landing/lenses/303810.json +++ b/landing/lenses/303810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304100.json b/landing/lenses/304100.json index 3d026496713b7780f1be619967024841896cbb90..36621ac8f088933bb4405d032c9f7389579731d3 100644 --- a/landing/lenses/304100.json +++ b/landing/lenses/304100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -436,13 +436,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -504,7 +504,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -523,7 +523,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -542,7 +542,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -561,7 +561,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,14 +728,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -855,10 +855,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -901,7 +901,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -921,8 +921,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -943,8 +943,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -979,7 +979,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1056,8 +1056,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1077,7 +1077,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1085,7 +1085,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304360.json b/landing/lenses/304360.json index ade8bf8a754b5422fae2b31b4c8bf9adb769ea5c..29b348a264dda2e2446bba6d154b1017bb3a1ca1 100644 --- a/landing/lenses/304360.json +++ b/landing/lenses/304360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,14 +705,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -832,10 +832,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -878,7 +878,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -898,8 +898,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -920,8 +920,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -956,7 +956,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1033,8 +1033,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1054,7 +1054,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304840.json b/landing/lenses/304840.json index 3e7611f2d314e0efe4343b5bc8aff0ef854c1ac9..ac9da94d69f447f7a4e5ad9baf0d466c558fadb3 100644 --- a/landing/lenses/304840.json +++ b/landing/lenses/304840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2021", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-31", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -890,7 +890,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -910,7 +910,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-31", "period": "2025", "status": "derived", @@ -931,7 +931,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-31", "period": "2025", "status": "observed", @@ -1021,10 +1021,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1042,8 +1042,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1063,7 +1063,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/305090.json b/landing/lenses/305090.json index 3a808f28c60270d926f7df1804496576ed6d1e0b..277ab1740bf4ec020ecbb8797e4af6b36f573c8a 100644 --- a/landing/lenses/305090.json +++ b/landing/lenses/305090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1517.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1527.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-03", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-03", "period": null, "status": "derived", @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-03", "period": null, "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1179,8 +1179,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/306040.json b/landing/lenses/306040.json index 0875e00f0914c3ca098b8dfdd9badd2db7d8f49a..b5933525dac9006ddf640d4a68e3bdef019c22e9 100644 --- a/landing/lenses/306040.json +++ b/landing/lenses/306040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,7 +877,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 21.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 22.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1220,8 +1220,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/306200.json b/landing/lenses/306200.json index d7591ba41756ff00a3057e44a947f7ebb4f5f5c3..82bc18e679aacce92f3f8813c60bee52412f3eea 100644 --- a/landing/lenses/306200.json +++ b/landing/lenses/306200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1026,10 +1026,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1187,8 +1187,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,10 +1212,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1230,10 +1230,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/306620.json b/landing/lenses/306620.json index 90bc8f19be3141bebc69fc95d8397c2d00a53524..1902c5eab31fb65243637bd30d0b95a054bd2f4a 100644 --- a/landing/lenses/306620.json +++ b/landing/lenses/306620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "채무상환능력 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 13.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 11.00%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -893,14 +893,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1020,19 +1020,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1053,8 +1053,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1099,17 +1099,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1119,7 +1119,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1144,7 +1144,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1178,7 +1178,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1187,7 +1187,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1221,8 +1221,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1426,8 +1426,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/307180.json b/landing/lenses/307180.json index b7c9d1087b889344839f49c99f5ac1f5d7fb1811..5ae9995f3454a0c64cc042e9ed17be0b33ac3803 100644 --- a/landing/lenses/307180.json +++ b/landing/lenses/307180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1033,19 +1033,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1066,8 +1066,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,17 +1112,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1191,7 +1191,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1200,7 +1200,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1234,8 +1234,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1268,10 +1268,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1576,12 +1576,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:368adf91e53b", + "target": "307180", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.561 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/307280.json b/landing/lenses/307280.json index 0f28ae62b60e70d4d3a00095bc8af5d651d5e2a6..18eebb44478da6cb5f669f1a249d0205871c8dcf 100644 --- a/landing/lenses/307280.json +++ b/landing/lenses/307280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1200,8 +1200,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307750.json b/landing/lenses/307750.json index 5a630a8509386697ded3605d8fd0f53b827f0fdc..fe258d2d250014c18f2d20545fda119353740867 100644 --- a/landing/lenses/307750.json +++ b/landing/lenses/307750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -582,18 +582,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 29.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 26.94, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,15 +777,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 29.19, + "grade": "dCR-BBB", + "score": 26.94, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 30.0, + "score": 27.75, "assumptions": { "scenarioStress": "moderate" } @@ -801,6 +801,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -856,11 +861,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -875,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1002,19 +1006,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1035,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1048,7 +1052,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1081,17 +1085,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1126,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1160,7 +1164,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1169,7 +1173,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1182,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1203,8 +1207,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1404,12 +1408,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:eba4a39e30ca", + "target": "307750", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.492 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/307870.json b/landing/lenses/307870.json index 56e40c4af4ca3d5318e085df1effaa7cf016f135..97bf2341cc8c1c020e55c7616fa4c99d977568c8 100644 --- a/landing/lenses/307870.json +++ b/landing/lenses/307870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -954,7 +954,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1122,8 +1122,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1353,7 +1353,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1371,15 +1371,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/307930.json b/landing/lenses/307930.json index a78571a391c3f4fc787a96c116c1f481e5a24cd1..0773d5ae72cce74024a75ad85fec18f34eb0dc6b 100644 --- a/landing/lenses/307930.json +++ b/landing/lenses/307930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -316,13 +316,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -441,14 +441,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -568,10 +568,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -587,8 +587,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -600,8 +600,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -618,10 +618,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -631,7 +631,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -640,7 +640,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -708,10 +708,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -729,8 +729,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -758,7 +758,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307950.json b/landing/lenses/307950.json index 0b19ddb685512b1bc638ddff571ed1b2665882db..54faca56ce1bc582746680ce6c77b85dd5885875 100644 --- a/landing/lenses/307950.json +++ b/landing/lenses/307950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1063,7 +1063,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1231,8 +1231,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1440,7 +1440,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1462,7 +1462,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1480,15 +1480,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/308080.json b/landing/lenses/308080.json index d761329fe7d3950c88dbe45afb65b80adb76bbe6..70f01b3fbac8bd5d1198b898c08c29075f4bb049 100644 --- a/landing/lenses/308080.json +++ b/landing/lenses/308080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -178,7 +178,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -430,13 +430,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -632,14 +632,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -759,10 +759,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -778,8 +778,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -791,8 +791,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -809,10 +809,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -822,7 +822,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -831,7 +831,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -899,10 +899,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -920,8 +920,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -941,7 +941,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -949,7 +949,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/308100.json b/landing/lenses/308100.json index 9ae0044c994f96be91ad2370093fe0d05b519d34..0b2dad8e704123e79ae1e0801d285678c87e68c7 100644 --- a/landing/lenses/308100.json +++ b/landing/lenses/308100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -447,13 +447,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -515,7 +515,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -534,7 +534,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -553,7 +553,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -572,7 +572,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 68.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 67.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -878,10 +878,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -924,7 +924,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -944,8 +944,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1079,8 +1079,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/308170.json b/landing/lenses/308170.json index ee1c25fde82d4ad2b229a9ca0521cb8980f7a94a..adbeee8f4f66970e953b65b6afb9b6bdc4553847 100644 --- a/landing/lenses/308170.json +++ b/landing/lenses/308170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -882,7 +882,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 22.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 22.34%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -899,14 +899,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1026,10 +1026,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1072,7 +1072,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1227,8 +1227,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1577,7 +1577,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1599,7 +1599,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1617,8 +1617,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/308430.json b/landing/lenses/308430.json index 0551a9645297319985262d7ebf3cf2ee468c038c..e4c9122bf58e2ce87db1745649cb9b45b6fc2dde 100644 --- a/landing/lenses/308430.json +++ b/landing/lenses/308430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -389,14 +389,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -516,10 +516,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -535,8 +535,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -548,8 +548,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -566,10 +566,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -579,7 +579,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -588,7 +588,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -656,10 +656,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -677,8 +677,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -706,7 +706,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/309710.json b/landing/lenses/309710.json index 7d0d5c9c83f2bb30fd20baeaf48b82160d1a7650..43d2e390c88e9e060f359dbd2c7179c0cbb80070 100644 --- a/landing/lenses/309710.json +++ b/landing/lenses/309710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-03", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -625,7 +625,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-03", "period": null, "status": "derived", @@ -645,7 +645,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-03", "period": null, "status": "observed", @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -754,8 +754,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/309930.json b/landing/lenses/309930.json index 83270d8accf44609575e1fda8038596bdb011448..fe1da8021a84c5aefdf6c3936635f858f9ff10a0 100644 --- a/landing/lenses/309930.json +++ b/landing/lenses/309930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -891,7 +891,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 21.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 22.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1033,19 +1033,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1066,8 +1066,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,17 +1112,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1191,7 +1191,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1200,7 +1200,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1234,8 +1234,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1482,88 +1482,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d90de1cae9b9", - "target": "309930", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/309960.json b/landing/lenses/309960.json index 3f9346476fe0315dd7c212923a275cf1b7bfad95..a01d9876f414b7d5f081cbabdb07cf2a832b57b4 100644 --- a/landing/lenses/309960.json +++ b/landing/lenses/309960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -475,13 +475,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -600,14 +600,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -727,10 +727,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -773,7 +773,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -793,8 +793,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -815,8 +815,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -851,7 +851,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -928,8 +928,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -949,7 +949,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -957,7 +957,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310200.json b/landing/lenses/310200.json index a85b40b82bcb816b9c6b9becc3b8601b5484c815..93050349648e90c760fe32e272f120f76bae52be 100644 --- a/landing/lenses/310200.json +++ b/landing/lenses/310200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1048,8 +1048,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1216,8 +1216,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310210.json b/landing/lenses/310210.json index 3086674f5d49293b8bf3dabd678129ac8316c13e..422842a2fc6197adc1d2ea4933878bdb0d6de49f 100644 --- a/landing/lenses/310210.json +++ b/landing/lenses/310210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -129,7 +129,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -150,7 +150,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -172,7 +172,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -425,13 +425,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -781,7 +781,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -794,7 +794,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -814,8 +814,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -836,8 +836,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -847,7 +847,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -872,7 +872,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -928,10 +928,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -949,8 +949,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -970,7 +970,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -978,7 +978,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310870.json b/landing/lenses/310870.json index 04eb2554be1bd64967691cd4bb3c66cea045e676..8419cf93da1e4c8d080028bfd0771de81a557c45 100644 --- a/landing/lenses/310870.json +++ b/landing/lenses/310870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1021,7 +1021,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1076,8 +1076,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1189,8 +1189,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311060.json b/landing/lenses/311060.json index 66abcff880facde5f43306b9de70affa8eb8d5c5..1d83e06e0301735e877b2bd3423703210350f0b0 100644 --- a/landing/lenses/311060.json +++ b/landing/lenses/311060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -368,10 +368,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -400,8 +400,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -420,8 +420,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -440,7 +440,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -529,8 +529,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -550,7 +550,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -558,7 +558,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311320.json b/landing/lenses/311320.json index 8b97b6d74ebe2c628f09604429eb173e2a7e3b5a..f3599bbeec5b8980a4d06b9d5e57afd85a6081c5 100644 --- a/landing/lenses/311320.json +++ b/landing/lenses/311320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -989,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1190,8 +1190,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311390.json b/landing/lenses/311390.json index 149cd9e01d72d8a6b5d908e1b709414a3751a6db..d1ac37d93310a55c0f26c0f6d67756d10460ca87 100644 --- a/landing/lenses/311390.json +++ b/landing/lenses/311390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,7 +873,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1216,8 +1216,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311690.json b/landing/lenses/311690.json index 411a842850ead7f444093f7ddf4a723ff659d347..ca0b051177c7f12b24948393710cbd36082b68c1 100644 --- a/landing/lenses/311690.json +++ b/landing/lenses/311690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 83.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 84.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1151,8 +1151,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,10 +1176,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311960.json b/landing/lenses/311960.json index 446d67491324f58e0705fc39e7133dd946065f40..7bff8f79ccc3c6795ebcb7067063d80a9875d44a 100644 --- a/landing/lenses/311960.json +++ b/landing/lenses/311960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2022", "earliestPeriod": "2022", @@ -36,10 +36,10 @@ "representative": "2022" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -384,7 +384,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -397,7 +397,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -417,8 +417,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -438,8 +438,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -449,7 +449,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -466,7 +466,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -528,10 +528,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -549,8 +549,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -570,7 +570,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/312610.json b/landing/lenses/312610.json index af42640882a9e8ffe2dad929aeb2f0fd2c093742..307e8549e20b6e8261917c5fe9fbc3ad30e23a5f 100644 --- a/landing/lenses/312610.json +++ b/landing/lenses/312610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 177.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 193.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1111,8 +1111,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,10 +1136,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/313760.json b/landing/lenses/313760.json index d06a87cfbbf966cba49ca21366de8be1909b5169..7877daae89aef15414edf205bac4117bb50a6700 100644 --- a/landing/lenses/313760.json +++ b/landing/lenses/313760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,7 +806,7 @@ "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 245.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 247.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1149,8 +1149,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,10 +1165,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1183,10 +1183,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1499,7 +1499,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1521,7 +1521,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1539,7 +1539,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", diff --git a/landing/lenses/314130.json b/landing/lenses/314130.json index 831734b986664517ec8806a0457b88be1478fcdb..b2db3ade60308d409cfc07aa1222f61ec99cd2dc 100644 --- a/landing/lenses/314130.json +++ b/landing/lenses/314130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 468.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 407.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -970,7 +970,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1138,8 +1138,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/314140.json b/landing/lenses/314140.json index a861c12abe7fca0087b359fa8724f064c6e750d6..a1a6ac401f6526174912ab9a87af2f2cdeb3cb4f 100644 --- a/landing/lenses/314140.json +++ b/landing/lenses/314140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -238,13 +238,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -432,14 +432,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -559,10 +559,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -591,8 +591,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -611,8 +611,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -631,7 +631,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -720,8 +720,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -741,7 +741,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/314930.json b/landing/lenses/314930.json index d7711adf1513370415dc1356e7f7c5b7cce2ac75..ecc3ec7aeac0298206e617a1dc7de7f9ac3c9d9d 100644 --- a/landing/lenses/314930.json +++ b/landing/lenses/314930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1025,8 +1025,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1056,10 +1056,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1078,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1167,8 +1167,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/315640.json b/landing/lenses/315640.json index 0339c6cbf4661157ea8a868d9e286945502d4a76..3635a8f82f0a767123e8ab73320b0e51baad6eff 100644 --- a/landing/lenses/315640.json +++ b/landing/lenses/315640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,7 +780,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 74.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 65.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -941,8 +941,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -954,8 +954,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -972,10 +972,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -985,7 +985,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -994,7 +994,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/316140.json b/landing/lenses/316140.json index dbb4ae07bcb7fb4fb8a960b93145e36d3ee35294..f1b95561828ac801203824323535244074ca7d8d 100644 --- a/landing/lenses/316140.json +++ b/landing/lenses/316140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -872,8 +872,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317120.json b/landing/lenses/317120.json index 8049ee7936e010e1e2191bc215384cab76779cc6..24ba8286b31d2ecb9b6fd5dc11cfa08c0eb77278 100644 --- a/landing/lenses/317120.json +++ b/landing/lenses/317120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -805,7 +805,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -820,14 +820,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -947,10 +947,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1148,8 +1148,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1357,7 +1357,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1379,7 +1379,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1397,8 +1397,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/317240.json b/landing/lenses/317240.json index fd85aa92798cc70eb193e617fcd4928ac56fbff1..c73b5bb8ddbd5c2c38c1467fb957b5360b38e73d 100644 --- a/landing/lenses/317240.json +++ b/landing/lenses/317240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1208,8 +1208,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,10 +1224,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1242,10 +1242,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317330.json b/landing/lenses/317330.json index 9145c264cd4bc37ade1aa991466834d6250629df..bebaa51ed3d908f2dae9c7aca61e573a4d5f6482 100644 --- a/landing/lenses/317330.json +++ b/landing/lenses/317330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 53.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 50.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1219,8 +1219,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1522,7 +1522,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1544,7 +1544,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1562,8 +1562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/317400.json b/landing/lenses/317400.json index e49e0fff982f9a6a169cf220fa4d977ed614fc48..b1d31c6b6f70a5ba4647e46297924d0329100caf 100644 --- a/landing/lenses/317400.json +++ b/landing/lenses/317400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1217,8 +1217,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317450.json b/landing/lenses/317450.json index 64c409dd9c607554337a78a955971e39fa69df20..9873d32431e78cba1961a145acd115422a847ac1 100644 --- a/landing/lenses/317450.json +++ b/landing/lenses/317450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -596,8 +596,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -627,10 +627,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -640,7 +640,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -738,8 +738,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317530.json b/landing/lenses/317530.json index 06e8bc69a6711a29db4a641395c3b2a9feee3ba0..9a54fa78bfecc9abff878595341eb6a020a4ff05 100644 --- a/landing/lenses/317530.json +++ b/landing/lenses/317530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1151,8 +1151,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317690.json b/landing/lenses/317690.json index f94ac6893fa35adaa6cfb94bef50918590633005..7de6cfacff5d8cfac0d2898760d5a423ed7d6ed7 100644 --- a/landing/lenses/317690.json +++ b/landing/lenses/317690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -883,8 +883,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -936,10 +936,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -949,7 +949,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1051,8 +1051,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1080,7 +1080,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317770.json b/landing/lenses/317770.json index c7e1662ef6a893b8f401069aa6fef8914c8778ab..0126e356e226e2fd33aca42d6f3d5dc3bec54276 100644 --- a/landing/lenses/317770.json +++ b/landing/lenses/317770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1050,7 +1050,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1218,8 +1218,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317830.json b/landing/lenses/317830.json index 44f270c2cb29d3b15f5b59443a49349da0674c8b..88086b0592cbf4fce415264941c64f366263d534 100644 --- a/landing/lenses/317830.json +++ b/landing/lenses/317830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.04%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1220,8 +1220,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317850.json b/landing/lenses/317850.json index e615d158602e4cc6526182bb234097e397ccca57..a3db941fa74a230795287a6dea68d8982f84b3bc 100644 --- a/landing/lenses/317850.json +++ b/landing/lenses/317850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,14 +900,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1027,10 +1027,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1073,7 +1073,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1228,8 +1228,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317860.json b/landing/lenses/317860.json index 6b4393f896856d60888ecc3e3cf60d2ea1b9b714..c3fd927a7e76a0279edaa6278b0fcd16b2e3ce83 100644 --- a/landing/lenses/317860.json +++ b/landing/lenses/317860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -366,10 +366,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -405,7 +405,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -425,8 +425,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -446,8 +446,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -474,7 +474,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -536,10 +536,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -557,8 +557,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -586,7 +586,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317870.json b/landing/lenses/317870.json index 7cdac07b4d06d66cdc60f849e4db4d20b7879b5c..a8efafd277a6357a82486617a0ae0bbb0a606c55 100644 --- a/landing/lenses/317870.json +++ b/landing/lenses/317870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1150,8 +1150,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318000.json b/landing/lenses/318000.json index ad63c310edf2b03dae67bd78aae5bb722f066155..b307644e640c9edeba13fc69be5fba70d5bb29c0 100644 --- a/landing/lenses/318000.json +++ b/landing/lenses/318000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1047,7 +1047,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1215,8 +1215,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,10 +1231,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1249,10 +1249,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318010.json b/landing/lenses/318010.json index ae881f2e52315427ddca2cb24e8acf2c286ff7d3..a548b8bf2b5b206b0da7094cbc7193dcbe351e76 100644 --- a/landing/lenses/318010.json +++ b/landing/lenses/318010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -805,14 +805,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -932,10 +932,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -978,7 +978,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -998,8 +998,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1056,7 +1056,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1112,10 +1112,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1133,8 +1133,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,10 +1158,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318020.json b/landing/lenses/318020.json index d43cf57b4eb23b58595753e8e615d3635c38fc14..1c7bd7362703f511e4427415e4d0424f067dedee 100644 --- a/landing/lenses/318020.json +++ b/landing/lenses/318020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1006,19 +1006,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1039,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,17 +1085,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1158,13 +1158,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1173,7 +1173,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1207,8 +1207,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318060.json b/landing/lenses/318060.json index a5d7918721e04d88590614c6e6a8e80204b4e442..07e747fbb8840ed26f8d5c210a57388f7762be3a 100644 --- a/landing/lenses/318060.json +++ b/landing/lenses/318060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -611,7 +611,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -753,8 +753,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -769,10 +769,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -787,10 +787,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -809,7 +809,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318160.json b/landing/lenses/318160.json index c79a1ea6971199eb59be6c05cb65ee4c4082aceb..2d95a6085d216b3905066ec6361f0ae37edb44dd 100644 --- a/landing/lenses/318160.json +++ b/landing/lenses/318160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -830,7 +830,7 @@ "divergenceExplanation": [ "현금흐름 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -845,14 +845,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1005,7 +1005,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1173,8 +1173,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,10 +1189,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1207,10 +1207,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318410.json b/landing/lenses/318410.json index 1a0820ea2ec17681bba8e0ec3a67c590dd37fad4..642e7f50d585024148431ab4ac2eb110c21ec554 100644 --- a/landing/lenses/318410.json +++ b/landing/lenses/318410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -998,10 +998,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1199,8 +1199,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,10 +1215,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1233,10 +1233,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/319400.json b/landing/lenses/319400.json index bfb9b76a751dd6ecdf21191e382b6cfc81ffd07f..04a41dc15f97358ff3c0b09e2d49f1f677d1b191 100644 --- a/landing/lenses/319400.json +++ b/landing/lenses/319400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -878,14 +878,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1005,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1038,8 +1038,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1091,10 +1091,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1185,10 +1185,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1206,8 +1206,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/319660.json b/landing/lenses/319660.json index 1b0beb4018d68edb86df53a6264411f57d593451..a3d8479fedabda12d7534b6736537e31edbb2755 100644 --- a/landing/lenses/319660.json +++ b/landing/lenses/319660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1047,8 +1047,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1100,10 +1100,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1215,8 +1215,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,10 +1240,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/320000.json b/landing/lenses/320000.json index 42aae391fe2fe44fce1294af9a949dd45ff506eb..9d20ed5515656ad4e1844ba70831edc0b875b5e3 100644 --- a/landing/lenses/320000.json +++ b/landing/lenses/320000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -876,7 +876,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 123.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 115.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1179,8 +1179,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321260.json b/landing/lenses/321260.json index 997c6870dbc7aa455d41ef3fcb1856bb35c7973c..1419cfc778aa0b7a162380a4b6757767f684e277 100644 --- a/landing/lenses/321260.json +++ b/landing/lenses/321260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,10 +1068,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1183,8 +1183,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,10 +1208,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321370.json b/landing/lenses/321370.json index 97158c18c2d9204f855b66259cbe0b5d197732af..42d4f16fd989aefce9be389d0e1a637d87f80993 100644 --- a/landing/lenses/321370.json +++ b/landing/lenses/321370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -491,18 +491,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-B", - "summary": "dCR 위험점수 56.97, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 53.58, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,15 +685,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B", - "score": 56.97, + "grade": "dCR-B+", + "score": 53.58, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B", - "score": 57.87, + "grade": "dCR-B+", + "score": 54.3, "assumptions": { "scenarioStress": "moderate" } @@ -746,12 +746,12 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 7.0, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 68.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 26.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,88 +1302,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1f4a1f441435", - "target": "321370", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/321550.json b/landing/lenses/321550.json index bf3d505eafe242f94ae1ac58ea2074b60dfcccf4..89018f61112dc1a280636b551b7aefee24f67276 100644 --- a/landing/lenses/321550.json +++ b/landing/lenses/321550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 43.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1151,8 +1151,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321820.json b/landing/lenses/321820.json index 5991a1c496274f584c4504c8a3d557b2abc34bcb..a048928bd1a97159038c312e061fde3bfc4ddb7b 100644 --- a/landing/lenses/321820.json +++ b/landing/lenses/321820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1136,8 +1136,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322000.json b/landing/lenses/322000.json index 0b22939262f2c7763c4617456067233aa60776a5..945cd73dc1edaf096428bb7f22de2f9d38a4f06a 100644 --- a/landing/lenses/322000.json +++ b/landing/lenses/322000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -886,14 +886,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1008,19 +1008,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1041,8 +1041,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,17 +1087,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1166,7 +1166,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1175,7 +1175,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1209,8 +1209,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,10 +1234,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1252,10 +1252,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1626,8 +1626,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/322180.json b/landing/lenses/322180.json index c4133c69410844f12f204dcc49d830e4fd892c19..44c31588d79c7ed08914bab8a2cd3ee4fb9c0e24 100644 --- a/landing/lenses/322180.json +++ b/landing/lenses/322180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -948,15 +948,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1027,17 +1027,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1106,7 +1106,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1115,7 +1115,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1149,8 +1149,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1354,8 +1354,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/322310.json b/landing/lenses/322310.json index 909e67f6d45709378855b549e3a303bfd1f02399..bb57d0054dc09c10002e9086eb9b6e8843514ac0 100644 --- a/landing/lenses/322310.json +++ b/landing/lenses/322310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,7 +865,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 58.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 63.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1007,19 +1007,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1040,8 +1040,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,17 +1086,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1165,7 +1165,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1174,7 +1174,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1208,8 +1208,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322510.json b/landing/lenses/322510.json index 923873fe44fb79c518d8197b86bdb3f147f2dc4c..69647eacd4c444c65be4c9d296b235b2d0bbdb58 100644 --- a/landing/lenses/322510.json +++ b/landing/lenses/322510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.4점 하향 (PD 23.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.4점 하향 (PD 26.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1150,8 +1150,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1359,7 +1359,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1381,7 +1381,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1399,8 +1399,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/322780.json b/landing/lenses/322780.json index 85297126c2f7a75dd68746e5ef5b0449e54f3767..f390ea1fcc0b790abfc45efc4fa40356231d976b 100644 --- a/landing/lenses/322780.json +++ b/landing/lenses/322780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,7 +863,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 63.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 57.80%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1006,19 +1006,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1039,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,17 +1085,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1164,7 +1164,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1173,7 +1173,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1207,8 +1207,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323280.json b/landing/lenses/323280.json index 2c2d4aaf048048f32eb8e6e625de9789bd2f72a7..9456b50938b418f00932f614e207942f5efaf991 100644 --- a/landing/lenses/323280.json +++ b/landing/lenses/323280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -869,7 +869,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -911,8 +911,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -947,7 +947,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1024,8 +1024,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1045,7 +1045,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1053,7 +1053,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323350.json b/landing/lenses/323350.json index f56189b6005d389dcb54e47e289aba789061870d..908cccb745ac0b799202edf928725192b6587b7b 100644 --- a/landing/lenses/323350.json +++ b/landing/lenses/323350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -714,8 +714,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -727,8 +727,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -745,10 +745,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -758,7 +758,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -767,7 +767,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -856,8 +856,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -877,7 +877,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323410.json b/landing/lenses/323410.json index 680c2e11d7551fa21d7446ee2ccf5e86f5fc3e95..885e47126a13d88db6f5ea9e2618c45542445e73 100644 --- a/landing/lenses/323410.json +++ b/landing/lenses/323410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -243,13 +243,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -349,14 +349,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -476,10 +476,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -495,7 +495,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -508,8 +508,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -528,8 +528,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -539,7 +539,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -548,7 +548,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -616,10 +616,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -637,8 +637,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -658,7 +658,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -666,7 +666,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323990.json b/landing/lenses/323990.json index 98636b44b36e88469e8a40b85630250b14d8d664..833b218c0b9978bde22bd56ea4595594dd811b98 100644 --- a/landing/lenses/323990.json +++ b/landing/lenses/323990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -644,14 +644,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -771,10 +771,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -790,8 +790,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -803,8 +803,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -821,10 +821,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -834,7 +834,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -843,7 +843,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -932,8 +932,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -953,7 +953,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -961,7 +961,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/326030.json b/landing/lenses/326030.json index 4a5773f577b54d14746ab2296c98b549d1766040..35cd5b9636b232197240d047c360b8ceb0b978cb 100644 --- a/landing/lenses/326030.json +++ b/landing/lenses/326030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1190,8 +1190,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/327260.json b/landing/lenses/327260.json index 6bf590587547a6a8ebe7bb07e0139204a9ca80a0..7761ce1fd7562e5807b78ab4659b479d211d76f5 100644 --- a/landing/lenses/327260.json +++ b/landing/lenses/327260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1014,19 +1014,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1047,8 +1047,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,17 +1093,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1166,13 +1166,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1181,7 +1181,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1215,8 +1215,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/328130.json b/landing/lenses/328130.json index 4603ddb2a4fd950058234768f81d5eb52a6ded06..569777c471ea9d4693f9ac6ae033b40240d2c84c 100644 --- a/landing/lenses/328130.json +++ b/landing/lenses/328130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -789,14 +789,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1004,8 +1004,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1096,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1117,8 +1117,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/328380.json b/landing/lenses/328380.json index 245bf3d496e8f36263a92223c23ce44bb8b6e82c..6c1fff6e8fed6f9d5f4e6c97ea4ecf250c9c35f1 100644 --- a/landing/lenses/328380.json +++ b/landing/lenses/328380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -912,10 +912,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1103,8 +1103,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/329180.json b/landing/lenses/329180.json index c708d09d3188ba0af28c7da83510551a1e7ed889..ede2244a9dc06e7b6f60d0e0999cc303f542df6d 100644 --- a/landing/lenses/329180.json +++ b/landing/lenses/329180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "totalNotch": 4, "reasons": [ "중대형기업 (매출 18조)", - "시가총액 50조 (시장 지위)" + "시가총액 48조 (시장 지위)" ], "monotonicGate": "A+" }, @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1207,8 +1207,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,10 +1232,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330350.json b/landing/lenses/330350.json index 13b03fd241e138501221475b9818038fecc0d4c3..d9ed73eb8d221ed3f496f1822169cc77849fd957 100644 --- a/landing/lenses/330350.json +++ b/landing/lenses/330350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,7 +860,7 @@ "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1163,8 +1163,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330590.json b/landing/lenses/330590.json index 04e2326935361bd00ca85ebc19100432d0c015dc..cd78e66325626ab369725c8718ff9dd6863fb276 100644 --- a/landing/lenses/330590.json +++ b/landing/lenses/330590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -363,10 +363,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -382,7 +382,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -395,8 +395,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -415,8 +415,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -426,7 +426,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -435,7 +435,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -503,10 +503,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -549,10 +549,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -567,10 +567,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -581,7 +581,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -589,7 +589,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -605,7 +605,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -621,7 +621,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330730.json b/landing/lenses/330730.json index e6163b600c83aa7606712df652ebe4cd908c5470..b35165687bfe3e5fc77c13eb98c4bf22541b0fa5 100644 --- a/landing/lenses/330730.json +++ b/landing/lenses/330730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -252,7 +252,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -538,13 +538,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -675,14 +675,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -834,8 +834,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -854,8 +854,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -874,7 +874,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -942,10 +942,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -963,8 +963,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -984,7 +984,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -992,7 +992,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330860.json b/landing/lenses/330860.json index ff0955c95982b65ec0951ef476dfe449962fa1bd..70145340b698a3c1ba5bbcb82c844be14470cceb 100644 --- a/landing/lenses/330860.json +++ b/landing/lenses/330860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1163,8 +1163,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,10 +1188,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331380.json b/landing/lenses/331380.json index 7b77b1cb59b0f9348abbffb507549828884deac1..b461402322f4822cdafc075b1992b464930152fe 100644 --- a/landing/lenses/331380.json +++ b/landing/lenses/331380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -932,8 +932,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -972,7 +972,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1061,8 +1061,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1082,7 +1082,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1090,7 +1090,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331520.json b/landing/lenses/331520.json index 096a133164c3bc6a55939531c8a7900b16019645..e4011f4bdb10388220db77cc6e0b410efb6cf4b4 100644 --- a/landing/lenses/331520.json +++ b/landing/lenses/331520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -845,14 +845,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1173,8 +1173,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331740.json b/landing/lenses/331740.json index a853297461fb2fa8d603715042320030edfd1887..ebabdefc8ea322e27a32e2fe104bcd0911558442 100644 --- a/landing/lenses/331740.json +++ b/landing/lenses/331740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -753,8 +753,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331920.json b/landing/lenses/331920.json index aac47f6240febfaac5eb7e791c34404a78571ff6..0c4e07892c45c723621070adcbe6d65d0ffea5d8 100644 --- a/landing/lenses/331920.json +++ b/landing/lenses/331920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -883,8 +883,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -936,10 +936,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -949,7 +949,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1051,8 +1051,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1080,7 +1080,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/332290.json b/landing/lenses/332290.json index b2b4c8f69095204fc6bf1bd2db6468d3b2c8e767..35bf24dfd911b20dc18db3fb5f1d1d93eaa2c21a 100644 --- a/landing/lenses/332290.json +++ b/landing/lenses/332290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -569,13 +569,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -988,19 +988,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,17 +1067,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-08-20", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-20", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1140,13 +1140,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1155,7 +1155,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1189,8 +1189,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,10 +1205,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1223,10 +1223,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/332370.json b/landing/lenses/332370.json index 832b3c541637cc02679340271684568a255bcf0b..29e57e1313a7849d40e964d02b9491297b407001 100644 --- a/landing/lenses/332370.json +++ b/landing/lenses/332370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1032,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,10 +1085,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1200,8 +1200,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/332570.json b/landing/lenses/332570.json index 4af575477047ddcd09ecadaf056fcf86b4fe420a..158809ff6823621c46f8cbf32171e02423c700e5 100644 --- a/landing/lenses/332570.json +++ b/landing/lenses/332570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1001,19 +1001,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1034,8 +1034,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,17 +1080,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1153,13 +1153,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1168,7 +1168,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1202,8 +1202,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/333050.json b/landing/lenses/333050.json index 5638f3c23b8eb29aaf3226cd38195928b5daae8d..333ecdf4a338ff14abe5a2a6f411898b2271745f 100644 --- a/landing/lenses/333050.json +++ b/landing/lenses/333050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -733,8 +733,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -764,10 +764,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -777,7 +777,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -875,8 +875,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -896,7 +896,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -904,7 +904,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/333430.json b/landing/lenses/333430.json index a0c4972ea3bf88e1be728e9469d1232180cacb8d..e031a17c21dbc92b36f37771edea52d939144aaa 100644 --- a/landing/lenses/333430.json +++ b/landing/lenses/333430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1184,8 +1184,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1209,10 +1209,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/333620.json b/landing/lenses/333620.json index 74268dd498ec7f90be5bc7a0cc7bd1fbff538793..479ba56fc46c8ef3a44794280c7303f53cec5b6b 100644 --- a/landing/lenses/333620.json +++ b/landing/lenses/333620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1201,8 +1201,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/334970.json b/landing/lenses/334970.json index 2a6394086097f19fdd37d00b760073a2e3bec0b1..25c90a492f63e285e563dcc7cafac5758dd4f23b 100644 --- a/landing/lenses/334970.json +++ b/landing/lenses/334970.json @@ -20,16 +20,17 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { - "latestPeriod": "2025", + "latestPeriod": "2026", "earliestPeriod": "2021", "periods": [ "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ @@ -37,17 +38,18 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, - "period": "2025", - "knowledgeBoundary": "2026-09-13" + "period": "2026", + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -92,12 +94,12 @@ { "id": "debtRatio", "label": "부채비율", - "value": 135.8, + "value": 194.68, "unit": "%", "direction": "neutral", "scoreContribution": 0, "sourceRef": "resilience.leverageTrend", - "period": "2025" + "period": "2026" }, { "id": "interestCoverage", @@ -118,16 +120,17 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { - "latestPeriod": "2025", + "latestPeriod": "2026", "earliestPeriod": "2021", "periods": [ "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ @@ -135,14 +138,15 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2022", "status": "derived", @@ -163,16 +167,17 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { - "latestPeriod": "2025", + "latestPeriod": "2026", "earliestPeriod": "2021", "periods": [ "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ @@ -180,14 +185,15 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2022", "status": "derived", @@ -208,16 +214,17 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { - "latestPeriod": "2025", + "latestPeriod": "2026", "earliestPeriod": "2021", "periods": [ "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ @@ -225,16 +232,17 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, - "period": "2025", + "period": "2026", "status": "derived", "sourceRef": "dartlab://analysis/334970/representative.blocks.earnings.growthTrend", "evidenceRefs": [ @@ -468,12 +476,12 @@ { "id": "debtRatio", "label": "부채비율", - "value": 135.8, + "value": 194.68, "unit": "%", "direction": "neutral", "scoreContribution": 0, "sourceRef": "resilience.leverageTrend", - "period": "2025" + "period": "2026" }, { "id": "interestCoverage", @@ -505,18 +513,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2022", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 51.73, 전망 안정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 47.69, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -573,7 +581,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -592,7 +600,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -611,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -630,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -699,15 +707,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 51.73, + "grade": "dCR-BB-", + "score": 47.69, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 52.75, + "score": 48.7, "assumptions": { "scenarioStress": "moderate" } @@ -723,6 +731,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -733,6 +746,12 @@ "narratives" ], "gradeHistory": [ + { + "period": "2026", + "score": 59.39, + "grade": "B", + "pdEstimate": 7.0 + }, { "period": "2025", "score": 52.26, @@ -772,11 +791,10 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 4.0, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -791,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -918,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -937,8 +955,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -950,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -968,10 +986,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -981,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -990,7 +1008,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1058,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1079,8 +1097,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,7 +1118,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/335810.json b/landing/lenses/335810.json index d6d290c8fecc8b506325b94436206888d622ec17..658c422a52427baf23c6e2cb6f9416ed83c00da8 100644 --- a/landing/lenses/335810.json +++ b/landing/lenses/335810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1137,8 +1137,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/335870.json b/landing/lenses/335870.json index 74ff5a8921c440a95d1a52b412e76e350a02ec21..e3f11e0c62ccaaceebbc45c1a4e4f49616413535 100644 --- a/landing/lenses/335870.json +++ b/landing/lenses/335870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -579,7 +579,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -594,14 +594,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -721,10 +721,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -740,8 +740,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -753,8 +753,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -771,10 +771,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -784,7 +784,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -793,7 +793,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -861,10 +861,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -882,8 +882,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -912,7 +912,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -920,7 +920,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/335890.json b/landing/lenses/335890.json index 6b56346daf13de4ac301440934cbae9bfe0be875..765720e74b549d472885c243b2cda632c1324cf7 100644 --- a/landing/lenses/335890.json +++ b/landing/lenses/335890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -994,19 +994,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-12-09", "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1020,8 +1020,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-12-09", "period": "2022", "status": "derived", @@ -1065,16 +1065,16 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-12-09", "period": "2022", "status": "observed", @@ -1085,7 +1085,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1142,7 +1142,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1151,7 +1151,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1185,8 +1185,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,10 +1210,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1228,10 +1228,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336060.json b/landing/lenses/336060.json index fb616685213727d0041168354d2cf85af6a93e64..495dcde8127a93c1b3c0fb0338ee1c73295a20e5 100644 --- a/landing/lenses/336060.json +++ b/landing/lenses/336060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1182,8 +1182,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336260.json b/landing/lenses/336260.json index d961001c4804b46e9daac601b9f15319788a39a9..e5ae75b59038a2109c2b0ec82ac01c34d3d41c5d 100644 --- a/landing/lenses/336260.json +++ b/landing/lenses/336260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1011,10 +1011,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1212,8 +1212,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1633,7 +1633,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1655,7 +1655,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1673,8 +1673,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/336370.json b/landing/lenses/336370.json index f0c590a19270f93a1436bea9974fd49be95d2326..73229a3866c67e06d4b6d44cf2a40e4ecf92e200 100644 --- a/landing/lenses/336370.json +++ b/landing/lenses/336370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1049,7 +1049,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1217,8 +1217,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1426,7 +1426,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1448,7 +1448,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1466,15 +1466,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/336570.json b/landing/lenses/336570.json index 39bc6e9c113c2e42290d24504fb5b1299e936519..26e6ccb3c46c0a6efb35192e038831ed80f347fa 100644 --- a/landing/lenses/336570.json +++ b/landing/lenses/336570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -967,19 +967,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1125,7 +1125,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1168,8 +1168,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1369,12 +1369,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8692bca28f43", + "target": "336570", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.408 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/336680.json b/landing/lenses/336680.json index 47dde55f59f85b4850fb37295fb25ce6fb5c1e88..c674f5e1c5f1b44c08c5a04647eec3d38d5c62a8 100644 --- a/landing/lenses/336680.json +++ b/landing/lenses/336680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -754,8 +754,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/337930.json b/landing/lenses/337930.json index a6278183e511ac7a8ef0e5e94cfd145e0e9882ad..f7b9361bdfd943e2a74a6a182c9c657531e40e00 100644 --- a/landing/lenses/337930.json +++ b/landing/lenses/337930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1203,8 +1203,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/338220.json b/landing/lenses/338220.json index 9bb4f8b621b521431fbd85ec24dc1b4a3308ba15..4276e0db5f9485fa47d0b847b87995bdc9676ef1 100644 --- a/landing/lenses/338220.json +++ b/landing/lenses/338220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 147.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 151.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -937,19 +937,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -970,8 +970,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1016,17 +1016,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1095,7 +1095,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1104,7 +1104,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1138,8 +1138,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1339,12 +1339,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:29e806cb2ab2", + "target": "338220", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/338840.json b/landing/lenses/338840.json index 1acba4a62a899bc3bee0718fe7ee9bf46a0ad728..a5833765a89d386aff9f174e15d20443aa1993fd 100644 --- a/landing/lenses/338840.json +++ b/landing/lenses/338840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -717,7 +717,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,8 +750,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -761,7 +761,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -859,8 +859,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,7 +880,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -888,7 +888,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/339770.json b/landing/lenses/339770.json index f1d5dcf34012da8a0b697d17328da3c953067539..1742c4012b27859d3aa72d4cb9c537c2e1f6c8e1 100644 --- a/landing/lenses/339770.json +++ b/landing/lenses/339770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1200,8 +1200,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1225,10 +1225,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/339950.json b/landing/lenses/339950.json index a3abc0cf9d21cc124182c03a269821eed3d6f061..5b5fba2628677c589ce4002b89bde1f2453a4c71 100644 --- a/landing/lenses/339950.json +++ b/landing/lenses/339950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1200,8 +1200,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1409,7 +1409,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1431,7 +1431,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1449,8 +1449,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/340360.json b/landing/lenses/340360.json index 09754c49d936ef0891441309a870d063c4de13c5..8822e27535f8ebfce95736b66cd5c20a62d10a68 100644 --- a/landing/lenses/340360.json +++ b/landing/lenses/340360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -506,18 +506,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 53.99, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 51.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,14 +702,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 53.99, + "score": 51.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B", - "score": 55.44, + "grade": "dCR-B+", + "score": 52.35, "assumptions": { "scenarioStress": "moderate" } @@ -725,11 +725,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-B로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -783,7 +778,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 84점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 29.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -798,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -925,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -944,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -957,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -975,10 +970,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -988,7 +983,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -997,7 +992,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1065,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1086,8 +1081,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1107,7 +1102,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1115,7 +1110,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340440.json b/landing/lenses/340440.json index e9deb73909db1b82348b673420b5ce06917ff2b8..bb46b1d102855800d9df8bd3b4e48040fcebc745 100644 --- a/landing/lenses/340440.json +++ b/landing/lenses/340440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-08", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-08", "period": null, "status": "derived", @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-08", "period": null, "status": "observed", @@ -1121,10 +1121,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1142,8 +1142,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340450.json b/landing/lenses/340450.json index 1132330b66ad5daf71c6b1b416fac11671d54f92..fc27aa3598b7170f7f04d106c65ee562c1b96323 100644 --- a/landing/lenses/340450.json +++ b/landing/lenses/340450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340570.json b/landing/lenses/340570.json index 01a774307264ce3a313c5373c85314fc27ff03df..7f8f378538dee8bd597905fbccdd294206cd345b 100644 --- a/landing/lenses/340570.json +++ b/landing/lenses/340570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1200,8 +1200,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1409,7 +1409,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1431,7 +1431,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1449,8 +1449,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/340810.json b/landing/lenses/340810.json index 0ec80c538c5918d2efd0b3a429b9141586f8c814..deb32c1ddd870328a9846dfd00fc8a522611932e 100644 --- a/landing/lenses/340810.json +++ b/landing/lenses/340810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -749,7 +749,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 68.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 64.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -891,10 +891,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -957,8 +957,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1071,10 +1071,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1330,7 +1330,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1348,8 +1348,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/340930.json b/landing/lenses/340930.json index 3fe66e06b8c575a0ff723898a3267323f2d57559..3bc82ee6aef7aba539969061bf842572db4890f8 100644 --- a/landing/lenses/340930.json +++ b/landing/lenses/340930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 68.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 64.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1137,8 +1137,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1368,7 +1368,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1386,7 +1386,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", diff --git a/landing/lenses/341170.json b/landing/lenses/341170.json index 07e9cb98de9760ed4ef506d0c9c31c5994321952..192be41cbfec9f5ee386ccc48b2bad9a26ec8988 100644 --- a/landing/lenses/341170.json +++ b/landing/lenses/341170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2025", @@ -36,10 +36,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-12", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -390,7 +390,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-12", "period": null, "status": "derived", @@ -410,7 +410,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-12", "period": null, "status": "observed", @@ -498,10 +498,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -519,8 +519,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/342870.json b/landing/lenses/342870.json index 49fad50b8925a72b8306b74f143f8454333f9d40..3079f593e94394d787c71661322042bcc549c101 100644 --- a/landing/lenses/342870.json +++ b/landing/lenses/342870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -669,8 +669,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/343090.json b/landing/lenses/343090.json index b01f846178dee5d117ba6663d10d871b29583a7d..2cb2d7dd1c7827a0646f48c1a51e9834addc3395 100644 --- a/landing/lenses/343090.json +++ b/landing/lenses/343090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2023", @@ -36,10 +36,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -229,14 +229,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -351,10 +351,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-12-26", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -383,7 +383,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-12-26", "period": null, "status": "derived", @@ -403,7 +403,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-12-26", "period": null, "status": "observed", @@ -491,10 +491,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -512,8 +512,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -537,10 +537,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -555,10 +555,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -569,7 +569,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -593,7 +593,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/344820.json b/landing/lenses/344820.json index f430d95d01c255cd9ffaf910d37842d4c23f07aa..a1fe05254a0ffbd7106438527b6e354ef72eb272 100644 --- a/landing/lenses/344820.json +++ b/landing/lenses/344820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -884,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1011,10 +1011,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1212,8 +1212,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/344860.json b/landing/lenses/344860.json index a261141ac1d15e5cb9d779be3a10da5afe369ff3..65f598db9b3bf71fc972f546849d3b609f5c4d8d 100644 --- a/landing/lenses/344860.json +++ b/landing/lenses/344860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -709,10 +709,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -741,8 +741,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -761,8 +761,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -781,7 +781,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -870,8 +870,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -895,10 +895,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -913,10 +913,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -935,7 +935,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -967,7 +967,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347000.json b/landing/lenses/347000.json index dd1a243206ec25dee7e5d0188c0c98428f1bee83..93db93e4730f43ef1b65e731b3b54228a86344c0 100644 --- a/landing/lenses/347000.json +++ b/landing/lenses/347000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,7 +856,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -998,10 +998,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1199,8 +1199,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347700.json b/landing/lenses/347700.json index 07c00e5ec25b212890bae1d14af63cf7b428f748..8b574e66d3ee9f89255fa181a3c494126ab71d51 100644 --- a/landing/lenses/347700.json +++ b/landing/lenses/347700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -514,18 +514,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 37.03, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 34.78, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,15 +709,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 37.03, + "grade": "dCR-BB+", + "score": 34.78, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 37.48, + "grade": "dCR-BB+", + "score": 35.23, "assumptions": { "scenarioStress": "moderate" } @@ -788,7 +788,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", @@ -806,14 +806,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -933,15 +933,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -966,8 +966,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -979,7 +979,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1012,17 +1012,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1032,7 +1032,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1085,13 +1085,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1100,7 +1100,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1134,8 +1134,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1335,88 +1335,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3bb1a4911a5f", - "target": "347700", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/347740.json b/landing/lenses/347740.json index 4a97e4aebb32576156b29605f6c51f579a272e11..c4d3163e64a4584d02faef6c3c1a75826a55c68c 100644 --- a/landing/lenses/347740.json +++ b/landing/lenses/347740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1037,8 +1037,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,10 +1090,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1205,8 +1205,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347770.json b/landing/lenses/347770.json index a2ee7a0a1787925f7b06bb3fd54f89d8032445cc..1c9a923a24090d3f7074fe66f8f3514f708f9003 100644 --- a/landing/lenses/347770.json +++ b/landing/lenses/347770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -866,7 +866,7 @@ "divergenceExplanation": [ "채무상환능력 축이 57점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 18.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 20.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -881,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1008,10 +1008,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1209,8 +1209,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347850.json b/landing/lenses/347850.json index a270b2776e51aab5f7b45159ccd4f2b3aae513db..0a4c82787a5bbdd35f078426f9fddf5e5c0b9a69 100644 --- a/landing/lenses/347850.json +++ b/landing/lenses/347850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -482,14 +482,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -655,7 +655,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -675,8 +675,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -697,8 +697,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -733,7 +733,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -789,10 +789,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -810,8 +810,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -839,7 +839,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347860.json b/landing/lenses/347860.json index 3dc478c3729c67fadd6eebb1b6bcdde2009327c3..fceebcd2726d1c4fd0349cfa22d16b5547f723a1 100644 --- a/landing/lenses/347860.json +++ b/landing/lenses/347860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -851,19 +851,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -884,8 +884,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -930,17 +930,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -950,7 +950,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1003,13 +1003,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1018,7 +1018,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1052,8 +1052,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347890.json b/landing/lenses/347890.json index a75eca073540d02911e43544b518cf3d521390e6..0c733a0299464ac5948bfec78843563edbc8a79d 100644 --- a/landing/lenses/347890.json +++ b/landing/lenses/347890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1019,8 +1019,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1050,10 +1050,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1161,8 +1161,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348030.json b/landing/lenses/348030.json index e5b1aef2dc136e9ce4bb47d439ba7a8fd3786c6c..b250945ad3faa77481a216601f4e7eb45153364f 100644 --- a/landing/lenses/348030.json +++ b/landing/lenses/348030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1040,7 +1040,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1192,8 +1192,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348080.json b/landing/lenses/348080.json index 02ac8b5630e3051dde656d05a0f86c7297335d34..a11512cdef9e928e4847e5264197068dbb7fc14b 100644 --- a/landing/lenses/348080.json +++ b/landing/lenses/348080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -946,8 +946,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -977,10 +977,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -990,7 +990,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -999,7 +999,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348150.json b/landing/lenses/348150.json index 7c9cbf2268eb28aec3e7452ab23e33010cc8380a..7330322c5f34f149a4f99ddcb9362a0ccf0e86aa 100644 --- a/landing/lenses/348150.json +++ b/landing/lenses/348150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -799,7 +799,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 19.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 21.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -814,14 +814,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -941,10 +941,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -960,7 +960,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1013,7 +1013,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,8 +1102,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348210.json b/landing/lenses/348210.json index f2566f3cfbf7dbb885d08fdbbc036cf1564cb24b..c6cc0912b53c34c19fbc080524c10c2c83fc4bde 100644 --- a/landing/lenses/348210.json +++ b/landing/lenses/348210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1002,19 +1002,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1035,8 +1035,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1081,17 +1081,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1160,7 +1160,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1169,7 +1169,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1203,8 +1203,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348340.json b/landing/lenses/348340.json index 33f503a8f8e9503426892c69ba7f330eb1b0921d..c04c090aa658d0e21a08d6bae169bd82dbaa2b4b 100644 --- a/landing/lenses/348340.json +++ b/landing/lenses/348340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1108,8 +1108,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348350.json b/landing/lenses/348350.json index 319da7672ff5f0cdbe4f3530a1eb682dd6dfe201..f3600812a691f1e66f6622b8bc802b0254a92ba5 100644 --- a/landing/lenses/348350.json +++ b/landing/lenses/348350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1032,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,10 +1085,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1200,8 +1200,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348370.json b/landing/lenses/348370.json index cf228bb490d24d558e6eb743b209037525188b7a..e1ba0b7866b351833fa221dfc480d9e39514b27c 100644 --- a/landing/lenses/348370.json +++ b/landing/lenses/348370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ "divergenceExplanation": [ "유동성 축이 71점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 115.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 120.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -990,19 +990,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1023,8 +1023,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,17 +1069,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1148,7 +1148,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1157,7 +1157,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1191,8 +1191,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1216,10 +1216,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348950.json b/landing/lenses/348950.json index e9a873dd856e840d8b852737d18994348bbb5f58..5ac629b0b8e50bd78ff63f2b7ed0a964677ddf05 100644 --- a/landing/lenses/348950.json +++ b/landing/lenses/348950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-27", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -400,7 +400,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -420,7 +420,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-27", "period": "2025", "status": "derived", @@ -441,7 +441,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-27", "period": "2025", "status": "observed", @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -552,8 +552,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/350520.json b/landing/lenses/350520.json index 9b11cbf53f8fd3ca537b47eb1871d6b94a19df2f..7eea9db04ed7a3ceb440834ef0ec0067d8795cec 100644 --- a/landing/lenses/350520.json +++ b/landing/lenses/350520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -363,10 +363,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -389,8 +389,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -402,7 +402,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -422,8 +422,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -471,7 +471,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -533,10 +533,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -554,8 +554,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -579,10 +579,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -597,10 +597,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -611,7 +611,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -619,7 +619,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -635,7 +635,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -651,7 +651,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351020.json b/landing/lenses/351020.json index e02e499543e28453634c33dbb373d9b95b6d8052..8c0e3f077ce22940c3fc553c6e341925b87c5f44 100644 --- a/landing/lenses/351020.json +++ b/landing/lenses/351020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -38,10 +38,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -377,8 +377,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -390,8 +390,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -408,10 +408,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -421,7 +421,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -430,7 +430,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -498,10 +498,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -519,8 +519,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351320.json b/landing/lenses/351320.json index f65206f46819ed6867632c65baadb730e68ead99..615985a130d09cdb11527d3e3b5b34e85c85db8e 100644 --- a/landing/lenses/351320.json +++ b/landing/lenses/351320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -920,19 +920,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -953,8 +953,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -999,17 +999,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1078,7 +1078,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1087,7 +1087,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1121,8 +1121,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,12 +1322,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:53ddc253b02a", + "target": "351320", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.622 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/351330.json b/landing/lenses/351330.json index 5cabb1db3a760a0207b34202fd7381f6416503b9..ee87ea987b1bf115ceaf21d80e706aad6256c2fa 100644 --- a/landing/lenses/351330.json +++ b/landing/lenses/351330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,7 +842,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1185,8 +1185,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351870.json b/landing/lenses/351870.json index 2f597e9a0580a421d935f928b54194ad845c31b3..d6f90d64fae4c1c8021e7192b08f00c1f87dd17f 100644 --- a/landing/lenses/351870.json +++ b/landing/lenses/351870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -559,7 +559,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 25.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 24.70%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -575,14 +575,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -702,10 +702,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -748,7 +748,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -790,8 +790,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -826,7 +826,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -882,10 +882,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -903,8 +903,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -932,7 +932,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352090.json b/landing/lenses/352090.json index 2a9149657d69b4cb119d46d80802eae485fc6288..983623d2a4d7fe660f4c513e8042687c402ccfd4 100644 --- a/landing/lenses/352090.json +++ b/landing/lenses/352090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -989,7 +989,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1157,8 +1157,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1373,7 +1373,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1395,7 +1395,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1413,15 +1413,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/352480.json b/landing/lenses/352480.json index 763789087fe830f934009724d71a2f5ee61e8d99..da540184f54e4e7f3ef16462a15297f1fe9029ba 100644 --- a/landing/lenses/352480.json +++ b/landing/lenses/352480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1183,8 +1183,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352700.json b/landing/lenses/352700.json index 8adb2d556c33e317096372cab32f18373d041e6f..530798edd3a3d51059708d3c98d941b3cd41e677 100644 --- a/landing/lenses/352700.json +++ b/landing/lenses/352700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1208,8 +1208,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1417,7 +1417,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1439,7 +1439,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1457,8 +1457,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/352770.json b/landing/lenses/352770.json index 91eaa38a34e5cad8dee7a35321518bfc2a62b64b..e8fdc560bf2300eadfba2d98b168b1b3fd856f9a 100644 --- a/landing/lenses/352770.json +++ b/landing/lenses/352770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -934,10 +934,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,8 +1105,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352820.json b/landing/lenses/352820.json index 465d54a0be89f373d6d80bc0e82d979217f9b008..6e4dc131841b33597b3d486d41d67dca43e657c1 100644 --- a/landing/lenses/352820.json +++ b/landing/lenses/352820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -582,18 +582,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.68, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 30.93, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,14 +778,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 28.68, + "score": 30.93, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 29.5, + "score": 31.75, "assumptions": { "scenarioStress": "moderate" } @@ -860,6 +860,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 58점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.02%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -875,14 +876,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1002,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1035,7 +1036,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1048,7 +1049,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1069,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1091,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1102,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1126,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1183,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1203,8 +1204,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352910.json b/landing/lenses/352910.json index 812cabb4465749d38a4f5a7429ed4cf5fcd756ff..e7bade55ab1af157f7abbaa1e77d819dd1129d30 100644 --- a/landing/lenses/352910.json +++ b/landing/lenses/352910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -507,18 +507,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 33.18, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.43, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,14 +703,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 33.18, + "score": 35.43, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 33.44, + "score": 35.69, "assumptions": { "scenarioStress": "moderate" } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1007,10 +1007,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1122,8 +1122,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352940.json b/landing/lenses/352940.json index 484a4383c83c9304185bd2856c00e2540c4a2a2e..2e9f1f60061eaa2ca78c078c56ba32350151026f 100644 --- a/landing/lenses/352940.json +++ b/landing/lenses/352940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.43%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1163,8 +1163,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,10 +1179,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1197,10 +1197,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353190.json b/landing/lenses/353190.json index ec88729c1679e28bb1613a5ee9258bf0094765ac..e3fdc9fac974c0d1dab4be8c4de3dab93544ac41 100644 --- a/landing/lenses/353190.json +++ b/landing/lenses/353190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -989,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1190,8 +1190,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,10 +1215,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353200.json b/landing/lenses/353200.json index 502b3376cbb917d8d191ee3c6d672022653c0c42..14f94fe5e205d8198424164a98bb512cc26252cc 100644 --- a/landing/lenses/353200.json +++ b/landing/lenses/353200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1201,8 +1201,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353590.json b/landing/lenses/353590.json index 41d056bcaa94d81778f9d3b07e960ed56cb6c3cb..9a7429ec21de101c75ac415a0eadc300208b986f 100644 --- a/landing/lenses/353590.json +++ b/landing/lenses/353590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -799,14 +799,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -972,7 +972,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1127,8 +1127,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353810.json b/landing/lenses/353810.json index a6f7888308e719de75f09cdfabcb96255f054765..b603bd3114bf4fda27df925fdb8f1c936281e6eb 100644 --- a/landing/lenses/353810.json +++ b/landing/lenses/353810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -998,15 +998,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1031,8 +1031,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,17 +1077,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1097,7 +1097,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1150,13 +1150,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1165,7 +1165,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1199,8 +1199,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,10 +1215,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1233,10 +1233,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1541,88 +1541,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:997360f1320c", - "target": "353810", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/354200.json b/landing/lenses/354200.json index 702c3d2e88a24849827ebbd120d14f2292739b8d..82ac0e0f52d3c4922a3e1b54044a5ac8c0066eb4 100644 --- a/landing/lenses/354200.json +++ b/landing/lenses/354200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "유동성 축이 71점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 184.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 190.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -970,7 +970,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1138,8 +1138,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/354320.json b/landing/lenses/354320.json index 83cfc88225f8b47f4a886d20de7620d59414ae20..baa25ae06e8d0af4d3dc3b2d5b1b356212fa4b2a 100644 --- a/landing/lenses/354320.json +++ b/landing/lenses/354320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -899,10 +899,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1023,7 +1023,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1079,10 +1079,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,8 +1100,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/355150.json b/landing/lenses/355150.json index dc62653af6a6b8c1605871fa5dbf8de1b93a7735..d7bbeef56ccaa35b88e8a20b77fa11dcb64bfa12 100644 --- a/landing/lenses/355150.json +++ b/landing/lenses/355150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -485,14 +485,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -631,8 +631,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -662,10 +662,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -675,7 +675,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -684,7 +684,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -752,10 +752,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -773,8 +773,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -798,10 +798,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -836,7 +836,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/355390.json b/landing/lenses/355390.json index a53b02beca21d27702f5875fb141737bbf30f9f5..4443c5b2d265df8bc58caae112afee8dadc859f6 100644 --- a/landing/lenses/355390.json +++ b/landing/lenses/355390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 203.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 178.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/355690.json b/landing/lenses/355690.json index db871a688ea36823287c1a53cc5cefe29b2ce2cf..a7c2e965d4d9c3004e386ec3a7fd378ec08bea2a 100644 --- a/landing/lenses/355690.json +++ b/landing/lenses/355690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -304,18 +304,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-B", - "summary": "dCR 위험점수 56.68, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 53.47, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -372,7 +372,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -391,7 +391,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -410,7 +410,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -429,7 +429,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -498,15 +498,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B", - "score": 56.68, + "grade": "dCR-B+", + "score": 53.47, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B", - "score": 57.42, + "grade": "dCR-B+", + "score": 54.26, "assumptions": { "scenarioStress": "moderate" } @@ -559,7 +559,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 7.0, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", @@ -577,14 +577,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -704,10 +704,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -750,7 +750,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -770,8 +770,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -792,8 +792,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -828,7 +828,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -884,10 +884,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -905,8 +905,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -926,7 +926,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -934,7 +934,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1156,7 +1156,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1174,8 +1174,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/356680.json b/landing/lenses/356680.json index 89ed19f678586412a98d8b539c099d135af7a513..cfef7d119bc11d9a06127f90b986ea328d5b0cf1 100644 --- a/landing/lenses/356680.json +++ b/landing/lenses/356680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -238,13 +238,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -306,7 +306,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -325,7 +325,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -344,7 +344,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -363,7 +363,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -516,14 +516,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -643,10 +643,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -675,8 +675,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -695,8 +695,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -715,7 +715,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -804,8 +804,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/356860.json b/landing/lenses/356860.json index 37046648939769c632ab2800cdb8b55745935a97..334192a26d4ca1749b04c553b23bffd3879b395e 100644 --- a/landing/lenses/356860.json +++ b/landing/lenses/356860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -914,19 +914,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -947,8 +947,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,17 +993,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1066,13 +1066,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1081,7 +1081,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1115,8 +1115,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1140,10 +1140,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/356890.json b/landing/lenses/356890.json index b53739a09a70bb3a671e4abc101948361790a6c1..a829bb74f5467535c1d2e2fef73e87c208808452 100644 --- a/landing/lenses/356890.json +++ b/landing/lenses/356890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1201,8 +1201,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357230.json b/landing/lenses/357230.json index 30fd0a9f96c1f54b0268a2ab93eb9fe553dea69e..6c401d36fe677d90aac218a7814406b1b497412a 100644 --- a/landing/lenses/357230.json +++ b/landing/lenses/357230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1032,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,10 +1085,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1200,8 +1200,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357430.json b/landing/lenses/357430.json index 721f62aff8eb83c4cb05c40f29df08a2389bd074..46cc8eb0207cc3408ba797ccab125142e5a027bb 100644 --- a/landing/lenses/357430.json +++ b/landing/lenses/357430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -378,8 +378,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -391,8 +391,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -409,10 +409,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -422,7 +422,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -431,7 +431,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -499,10 +499,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -520,8 +520,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -545,10 +545,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -563,10 +563,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -601,7 +601,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357550.json b/landing/lenses/357550.json index ad7cc2e193e5023a536081bbae41d51d035f8478..5d15b36522807edd38663109bd42ad5c53924676 100644 --- a/landing/lenses/357550.json +++ b/landing/lenses/357550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1201,8 +1201,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1217,10 +1217,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1235,10 +1235,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357580.json b/landing/lenses/357580.json index e4f16822b59a23cb22cd577354197280d990d58e..8af24f6d2fa8e29bb273c555c9c32340ca796dcb 100644 --- a/landing/lenses/357580.json +++ b/landing/lenses/357580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1009,8 +1009,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,10 +1040,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1053,7 +1053,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1062,7 +1062,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1151,8 +1151,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,10 +1167,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1185,10 +1185,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357780.json b/landing/lenses/357780.json index c3a0dcd3d4621b7c98088256d140c3de6dfb7a4a..7e526cdf559e658133b2db4bc58a764359800531 100644 --- a/landing/lenses/357780.json +++ b/landing/lenses/357780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1205,8 +1205,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357880.json b/landing/lenses/357880.json index cb1847fc174b2eaf290e4e8af8d3d9759d5bb295..10cfe7d6deab462032ba3bf8d69e4c78bb8138e7 100644 --- a/landing/lenses/357880.json +++ b/landing/lenses/357880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -709,14 +709,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -836,19 +836,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -869,8 +869,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -882,7 +882,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -902,8 +902,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -915,17 +915,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -935,7 +935,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -960,7 +960,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -994,7 +994,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1003,7 +1003,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1037,8 +1037,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1058,7 +1058,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1066,7 +1066,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1246,88 +1246,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f29eecc4b205", - "target": "357880", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/358570.json b/landing/lenses/358570.json index 1105ccae62ccc59a0f7b92a6762797326fccbaf3..9c08d19ae75aaec9b010e577cbc0e1eb0ef489c9 100644 --- a/landing/lenses/358570.json +++ b/landing/lenses/358570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -503,14 +503,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -630,10 +630,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -649,8 +649,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -662,8 +662,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -680,10 +680,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -693,7 +693,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -702,7 +702,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -770,10 +770,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -791,8 +791,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/359090.json b/landing/lenses/359090.json index b31dd656bfb92b3160f2fbcab0dafc6f28754c35..5ca623f89b68c250eb51ffbf0cf6e6c61a6d0ef0 100644 --- a/landing/lenses/359090.json +++ b/landing/lenses/359090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 9.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 8.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -990,19 +990,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1023,8 +1023,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,17 +1069,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1148,7 +1148,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1157,7 +1157,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1191,8 +1191,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1392,88 +1392,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b5055c5cda6c", - "target": "359090", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/360070.json b/landing/lenses/360070.json index 18ab1e1082032f61e2140ee441ceda2ded2b8c0a..2c82270b0964c142adfce2880d8ed6d101d89c57 100644 --- a/landing/lenses/360070.json +++ b/landing/lenses/360070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,13 +310,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -575,7 +575,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 74.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 72.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -736,8 +736,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -767,10 +767,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -780,7 +780,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -878,8 +878,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/360350.json b/landing/lenses/360350.json index fad0fefcc3ca48ae2e717f50c2795327acd41606..cfc4466ab818a607a9481a320d782edab33872ae 100644 --- a/landing/lenses/360350.json +++ b/landing/lenses/360350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -491,18 +491,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 41.10, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 36.91, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,15 +685,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 41.1, + "grade": "dCR-BB+", + "score": 36.91, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 41.14, + "grade": "dCR-BB+", + "score": 36.96, "assumptions": { "scenarioStress": "moderate" } @@ -746,12 +746,11 @@ "weightCoverage": 85.0 }, "eCR": "eCR-5", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 11.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -893,15 +892,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -926,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -939,7 +938,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1017,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1050,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1060,7 +1059,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1073,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,8 +1093,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,12 +1301,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2cb8c544a04c", + "target": "360350", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/361390.json b/landing/lenses/361390.json index 580739ee2c99ae03eeced9aad04765104d3d0745..3b3692e3fa34eaa2af776e3f0f844634ff06082f 100644 --- a/landing/lenses/361390.json +++ b/landing/lenses/361390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1163,8 +1163,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361570.json b/landing/lenses/361570.json index d9a30252567a17bc26b705336f7b2a46db550086..23cc395b09d0a489fcea2b61a98b277be2816213 100644 --- a/landing/lenses/361570.json +++ b/landing/lenses/361570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1183,8 +1183,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361610.json b/landing/lenses/361610.json index 7e919c306926e70c6fb1e53c2a896b56becad215..9d466b6117c6c96c79578bf5be3512ea54b6b051 100644 --- a/landing/lenses/361610.json +++ b/landing/lenses/361610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 7828.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 8174.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -915,10 +915,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -948,8 +948,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -961,7 +961,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,10 +1001,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1014,7 +1014,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1095,10 +1095,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1116,8 +1116,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,10 +1141,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1159,10 +1159,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361670.json b/landing/lenses/361670.json index 9b407e6323936d1b27cd71a468559d5a29bf9bf5..8bea45c26386a301b30df46ab13e5916fa214e20 100644 --- a/landing/lenses/361670.json +++ b/landing/lenses/361670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -710,14 +710,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -869,8 +869,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -998,8 +998,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1019,7 +1019,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1027,7 +1027,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/362320.json b/landing/lenses/362320.json index 6d3848b89b287c83f76ef9cb4d553d100c52c42a..b21e943eb4a726203f691257c665b3ef2d6b9fde 100644 --- a/landing/lenses/362320.json +++ b/landing/lenses/362320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,7 +828,7 @@ "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 16.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 18.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1171,8 +1171,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/362990.json b/landing/lenses/362990.json index 38a71a352ba39341a5e18a1dfe3cbd2ae23da7b6..fdc8b8bcfe873c05ecfbb0fe468f5621b805b9ee 100644 --- a/landing/lenses/362990.json +++ b/landing/lenses/362990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,12 +1302,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a8b96c819685", + "target": "362990", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/363250.json b/landing/lenses/363250.json index 5cac3cd6d78eaad70f4018c8706d2ddfe908b052..a06560080ed15b072b738143f89f8699e4bcc5dd 100644 --- a/landing/lenses/363250.json +++ b/landing/lenses/363250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -507,18 +507,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 36.64, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 38.89, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,15 +702,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 36.64, + "grade": "dCR-BB", + "score": 38.89, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 37.41, + "score": 39.66, "assumptions": { "scenarioStress": "moderate" } @@ -726,11 +726,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -780,7 +775,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", @@ -799,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -926,19 +921,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -959,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -972,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -992,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1005,17 +1000,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1025,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1050,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1084,7 +1079,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1093,7 +1088,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1106,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1127,8 +1122,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1148,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1156,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,88 +1323,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:887924e1ccc1", - "target": "363250", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2024", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/363260.json b/landing/lenses/363260.json index d5d0ef671db3815488f04262e5aea6320507bf17..256aa842cc0382cedaf24b4ab30cfb24f6aa426d 100644 --- a/landing/lenses/363260.json +++ b/landing/lenses/363260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -578,13 +578,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -870,14 +870,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -997,10 +997,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1043,7 +1043,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1177,10 +1177,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1198,8 +1198,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/363280.json b/landing/lenses/363280.json index 7c2623870b9b24855195be57913e1f1a31c2459c..cc711baaae4392a2d498d1316437e6ada82632c4 100644 --- a/landing/lenses/363280.json +++ b/landing/lenses/363280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -884,8 +884,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -937,10 +937,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -950,7 +950,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,8 +1052,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/364950.json b/landing/lenses/364950.json index 145374e8d8d30bbefa882900d968c358e253282b..41b334228c2d3903db7a6c9d3ec8b03320ea6d04 100644 --- a/landing/lenses/364950.json +++ b/landing/lenses/364950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365270.json b/landing/lenses/365270.json index 3e74d86c9cf232d184d0c1f265ed37735d7812af..805123ef4ac6d3b56133ae96ceadeed2a23ece4f 100644 --- a/landing/lenses/365270.json +++ b/landing/lenses/365270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1081,8 +1081,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1102,7 +1102,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1110,7 +1110,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365330.json b/landing/lenses/365330.json index bc485656bffb85b8c8fee04a8164daff844e93cc..62517360ee23d499e5d1b6ede70c835eae73b975 100644 --- a/landing/lenses/365330.json +++ b/landing/lenses/365330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -707,8 +707,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365340.json b/landing/lenses/365340.json index 381d19297e34ef7deb33c49ad8437825a759caae..551825d33459126146e7340b3972e5e1410edd7c 100644 --- a/landing/lenses/365340.json +++ b/landing/lenses/365340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -784,14 +784,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -944,8 +944,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -957,7 +957,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -977,8 +977,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -997,10 +997,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1010,7 +1010,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1091,10 +1091,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1112,8 +1112,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,10 +1128,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1146,10 +1146,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365590.json b/landing/lenses/365590.json index 7f44db0382efc6e04860a7bdebe19161de0979ed..4a4282b928174eeccfb76bffa2f3008cd993e07e 100644 --- a/landing/lenses/365590.json +++ b/landing/lenses/365590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -178,7 +178,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -429,13 +429,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -624,14 +624,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -751,10 +751,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-08-19", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -770,8 +770,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-08-19", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -801,10 +801,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-08-19", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -814,7 +814,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -823,7 +823,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-19", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -891,10 +891,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -912,8 +912,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -937,10 +937,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365660.json b/landing/lenses/365660.json index c3d6a0411e1a1b5acd7818d058f0bb597f034567..87cd35d07a60876675b136501e834f34a094f0ef 100644 --- a/landing/lenses/365660.json +++ b/landing/lenses/365660.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/365900.json b/landing/lenses/365900.json index d38f8ef578dcd0d3fbace74b7b297eaf873b06b2..a43bad1c9c9654fa9a7fef057740c84cf6d51171 100644 --- a/landing/lenses/365900.json +++ b/landing/lenses/365900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -506,18 +506,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 45.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 43.56, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,14 +702,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 45.58, + "score": 43.56, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 46.33, + "score": 44.45, "assumptions": { "scenarioStress": "moderate" } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -953,8 +953,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1006,10 +1006,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1121,8 +1121,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/366030.json b/landing/lenses/366030.json index 7f9c98da5ff92614b3ef79a5c21d44ae7bd829ec..32eceee4c484fd2989c5f443a993be2558a72d43 100644 --- a/landing/lenses/366030.json +++ b/landing/lenses/366030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1017,7 +1017,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1185,8 +1185,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/367000.json b/landing/lenses/367000.json index eb06c88d93b4f3dc59aed295ca13485378c676b3..ce8c99541a8029918ee55277821b71f962e79f06 100644 --- a/landing/lenses/367000.json +++ b/landing/lenses/367000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -779,7 +779,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 4.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 4.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/368600.json b/landing/lenses/368600.json index a10b6742ec94f4fbd8b1b1b3c02487fa66c9eada..9f68a81679c2484e2a853132ee262ff5f634392e 100644 --- a/landing/lenses/368600.json +++ b/landing/lenses/368600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 94.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 105.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,7 +972,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1107,8 +1107,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1338,7 +1338,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1356,7 +1356,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", diff --git a/landing/lenses/368770.json b/landing/lenses/368770.json index ed0f4b88a6a2280204752f06fa9c808ad095772e..e4d2ba139beddbbfd7459cc6fe6b878dcc5f0841 100644 --- a/landing/lenses/368770.json +++ b/landing/lenses/368770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -976,15 +976,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1009,8 +1009,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,17 +1055,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1128,13 +1128,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1143,7 +1143,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1177,8 +1177,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,88 +1378,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:98df7acc14b8", - "target": "368770", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/368970.json b/landing/lenses/368970.json index 5b75576ce0d5fd2cd31aeacf73a0bac93ed660d9..83932f986b64b7434c95d3ee02219373992a52bd 100644 --- a/landing/lenses/368970.json +++ b/landing/lenses/368970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -907,19 +907,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,17 +986,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1065,7 +1065,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1074,7 +1074,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1108,8 +1108,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,10 +1133,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1407,88 +1407,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2ae89a54f64a", - "target": "368970", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.732 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/369370.json b/landing/lenses/369370.json index 668eb87c581ce179177704240b88785127980adb..d585d6c63689bfebab3f55b8a73b5704346e0710 100644 --- a/landing/lenses/369370.json +++ b/landing/lenses/369370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 18.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 21.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -916,10 +916,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1004,8 +1004,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1096,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1117,8 +1117,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,10 +1142,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1160,10 +1160,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/370090.json b/landing/lenses/370090.json index 010fb11f18b3e6ecb2dd52b3c7cbb38a9757c9c4..f46c35ef1152ad2b1e8ea94f961d6d30cca3aa78 100644 --- a/landing/lenses/370090.json +++ b/landing/lenses/370090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -784,14 +784,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -930,7 +930,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -943,8 +943,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -963,8 +963,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -974,7 +974,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -983,7 +983,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1072,8 +1072,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1093,7 +1093,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/371950.json b/landing/lenses/371950.json index 7e91e5a88241878172359177ec9292e1514b561d..1b80afde4e75a051b43a77b1c7349f244c34182e 100644 --- a/landing/lenses/371950.json +++ b/landing/lenses/371950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 79점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 301.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 278.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1121,8 +1121,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/372170.json b/landing/lenses/372170.json index 35ff9a5d4c41e7d755091f6f709386f0b336fdfc..fa5bc64592a17b04f213ba51efef08dbefb90988 100644 --- a/landing/lenses/372170.json +++ b/landing/lenses/372170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,7 +828,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -970,19 +970,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1003,8 +1003,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1049,17 +1049,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1128,7 +1128,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1137,7 +1137,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1171,8 +1171,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1372,88 +1372,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:75ea61c59603", - "target": "372170", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/372320.json b/landing/lenses/372320.json index 2346e69bc655b11e05382ab82ffc9b35ac0a3950..0d8022a0ca9608be95fd62aa0e062de8d7e8c28c 100644 --- a/landing/lenses/372320.json +++ b/landing/lenses/372320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -340,13 +340,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -517,14 +517,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -644,10 +644,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -710,8 +710,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -768,7 +768,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -824,10 +824,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -845,8 +845,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -866,7 +866,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -874,7 +874,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1090,7 +1090,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/372800.json b/landing/lenses/372800.json index 4147a59af567cb2c305d6424e5199b32e6bc6e05..42f10868ed51c115827f450fe2bb37440b8100cb 100644 --- a/landing/lenses/372800.json +++ b/landing/lenses/372800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 122.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 123.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1077,10 +1077,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1098,8 +1098,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,7 +1119,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/372910.json b/landing/lenses/372910.json index a2be79e8a0bce27886b36b1a8836313ff1cc50bf..9f3a6ac406210d5b6a31053327a882fc56e7a608 100644 --- a/landing/lenses/372910.json +++ b/landing/lenses/372910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -984,19 +984,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1017,8 +1017,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1063,17 +1063,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1142,7 +1142,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1151,7 +1151,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1185,8 +1185,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,88 +1386,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4f9b22948bd4", - "target": "372910", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.258 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/373110.json b/landing/lenses/373110.json index 29d459b11421ce65cd0a1f677c47b521312bd2fc..834f1656c9a5d2c532f72ffd25b4f94e350837d2 100644 --- a/landing/lenses/373110.json +++ b/landing/lenses/373110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 102.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 111.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -924,8 +924,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -944,8 +944,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -964,7 +964,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1053,8 +1053,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1074,7 +1074,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1082,7 +1082,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373160.json b/landing/lenses/373160.json index 64a04dd31a56f242e3995319632a35f55f6ab435..02ab73402dae3ec65dcc685ea65195a16ea9b337 100644 --- a/landing/lenses/373160.json +++ b/landing/lenses/373160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -753,8 +753,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373170.json b/landing/lenses/373170.json index 515ccd35f9af76cecb7deb77cbe79539b4c09400..e3b978e7139dc01f707c3e449ba4d2558653c420 100644 --- a/landing/lenses/373170.json +++ b/landing/lenses/373170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -717,8 +717,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -748,10 +748,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -761,7 +761,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -859,8 +859,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -889,7 +889,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373200.json b/landing/lenses/373200.json index a9fc53e5659af515e86c0b349724746cf701d3e5..d1584fd4bf00b90e0149a4acfa032884a9d0c230 100644 --- a/landing/lenses/373200.json +++ b/landing/lenses/373200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,7 +780,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 65.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 74.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -917,10 +917,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -956,7 +956,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -976,8 +976,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -997,8 +997,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1108,8 +1108,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,10 +1133,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1151,10 +1151,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373220.json b/landing/lenses/373220.json index fb659f59b07c6779c451b82d912621c1d7ea0368..b713b21db03339b930ca1e20c6438015e0975ee8 100644 --- a/landing/lenses/373220.json +++ b/landing/lenses/373220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -578,13 +578,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,7 +858,7 @@ "reasons": [ "중대형기업 (매출 24조)", "CAPEX집약 OCF양수 (투자 사이클)", - "시가총액 73조 (시장 지위)" + "시가총액 74조 (시장 지위)" ] }, "divergenceExplanation": [ @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1040,8 +1040,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,10 +1093,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1208,8 +1208,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,10 +1224,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1242,10 +1242,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/375500.json b/landing/lenses/375500.json index ac68ca9344922a049ee1134881d1b4a8aee36dfa..0a5a5a553668852405d0bbd04cbbee216e598f06 100644 --- a/landing/lenses/375500.json +++ b/landing/lenses/375500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1025,8 +1025,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,10 +1078,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1116,7 +1116,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1193,8 +1193,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376180.json b/landing/lenses/376180.json index c426baf6e8244d088f277e88090cc629ac66cc66..0accd83a6330d1c1359928cc226d7ba042cc67e5 100644 --- a/landing/lenses/376180.json +++ b/landing/lenses/376180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1008,7 +1008,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1173,8 +1173,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376270.json b/landing/lenses/376270.json index 1ef855e8366133926eb30a6ae33c5819dabe482f..4212f5dee8a084ba425c35f0af8f8fe07f0bff46 100644 --- a/landing/lenses/376270.json +++ b/landing/lenses/376270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376290.json b/landing/lenses/376290.json index 0b009f9fa4e27ed3b69c9089337e051c59c4a0c6..2c60ebb2292e5e220266181a706d267ad45b4821 100644 --- a/landing/lenses/376290.json +++ b/landing/lenses/376290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -983,19 +983,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1016,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,17 +1062,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1141,7 +1141,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1150,7 +1150,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1184,8 +1184,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1385,12 +1385,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a4f5ef2950e5", + "target": "376290", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.48 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/376300.json b/landing/lenses/376300.json index 59557a741a5c972617660fb6e1b3e6bf255504fc..40c54b3bcd9a73f5768c2ef54cf5c3fd54de2116 100644 --- a/landing/lenses/376300.json +++ b/landing/lenses/376300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1184,8 +1184,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1393,7 +1393,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1415,7 +1415,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1433,15 +1433,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/376900.json b/landing/lenses/376900.json index 0fbe549d4e205da020dcfbab4121b2098e425192..8955ff8dffe7bf1365161b94a036289b25603505 100644 --- a/landing/lenses/376900.json +++ b/landing/lenses/376900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 404.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 472.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376930.json b/landing/lenses/376930.json index 9ae99f9887c779640a57fe22c608f3ac6b6c22b1..5d18223263df83440b1f9601235f54dab5b1516c 100644 --- a/landing/lenses/376930.json +++ b/landing/lenses/376930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 619.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 603.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -923,19 +923,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -956,8 +956,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,17 +1002,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1081,7 +1081,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1090,7 +1090,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1124,8 +1124,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,12 +1325,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1bce61e64efc", + "target": "376930", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.541 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/376980.json b/landing/lenses/376980.json index 8e74407254102d0945d1cd4540892cce4c7122a2..759732b93c4f5440e7fc2192bc797a81043209ef 100644 --- a/landing/lenses/376980.json +++ b/landing/lenses/376980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -844,7 +844,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1110,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1187,8 +1187,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377030.json b/landing/lenses/377030.json index 1842ce00985a633afb4732718ccd411e75cf99a1..bf220535f0c8494a870c50186148f4218435cf8b 100644 --- a/landing/lenses/377030.json +++ b/landing/lenses/377030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 87점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 907.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 903.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -954,7 +954,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1122,8 +1122,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377190.json b/landing/lenses/377190.json index f8195662ff9769deba8e2eb95b9ec8c73640e58a..27222b281be6d7094f3a296942c352cfc9cfc45a 100644 --- a/landing/lenses/377190.json +++ b/landing/lenses/377190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -378,8 +378,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -391,8 +391,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -409,10 +409,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -422,7 +422,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -431,7 +431,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -499,10 +499,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -520,8 +520,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -545,10 +545,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -563,10 +563,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -601,7 +601,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377220.json b/landing/lenses/377220.json index 51ca2429917bc073c90771b475f4a54ad9eb3ebc..a9896526ba3edfc76b436c8a231740d6d32536bd 100644 --- a/landing/lenses/377220.json +++ b/landing/lenses/377220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "유동성 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 77.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 78.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -953,8 +953,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1006,10 +1006,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1121,8 +1121,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377300.json b/landing/lenses/377300.json index 4ad389e8219c1abfddcc0c31d6968caec1063068..e3289726a1df10ea8f012a3c153faaf351918b6f 100644 --- a/landing/lenses/377300.json +++ b/landing/lenses/377300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2022", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -645,14 +645,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -772,15 +772,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -805,8 +805,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -818,7 +818,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -838,8 +838,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -851,17 +851,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -871,7 +871,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -896,7 +896,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -924,13 +924,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -939,7 +939,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -952,10 +952,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -973,8 +973,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -994,7 +994,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1002,7 +1002,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1240,12 +1240,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8915b06ba3eb", + "target": "377300", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/377330.json b/landing/lenses/377330.json index 3383856c27c80a2b4bf1598de21027fde440bc93..8eb909af393133ab5d0c1d919acfd9ec00ec950c 100644 --- a/landing/lenses/377330.json +++ b/landing/lenses/377330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 13.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 13.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -923,19 +923,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -956,8 +956,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,17 +1002,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1081,7 +1081,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1090,7 +1090,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1124,8 +1124,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,88 +1325,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9207997db9a2", - "target": "377330", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/377450.json b/landing/lenses/377450.json index 6516e84b16c84b70a69a8c29a5cd1947bc1e1337..efbc408658da20fc93256cc7e23b4cc7d62782d6 100644 --- a/landing/lenses/377450.json +++ b/landing/lenses/377450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1143,8 +1143,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377460.json b/landing/lenses/377460.json index 1216f7269dc274951b2a9558d5f49d7888a19ba7..a6447a154e9765dfc1ab2f0a4677079b59bb7be9 100644 --- a/landing/lenses/377460.json +++ b/landing/lenses/377460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -958,7 +958,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1067,8 +1067,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1092,10 +1092,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377480.json b/landing/lenses/377480.json index cdd9c8287a764b1069c33def393888ba8993ff3b..531be997b1ecdace29378bc81ef5d51508533669 100644 --- a/landing/lenses/377480.json +++ b/landing/lenses/377480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1121,8 +1121,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377740.json b/landing/lenses/377740.json index f5856af3cf276d18f09f59405c5ddf99de0fcdf3..8cac9622e2ab286fe0c138a85e851a8a1c9ad590 100644 --- a/landing/lenses/377740.json +++ b/landing/lenses/377740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1169,8 +1169,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/378340.json b/landing/lenses/378340.json index 55c4f209785fb6e36a020738177846b769492176..09eac490f0f21237ccaf18bbceb050aa0f4b29ad 100644 --- a/landing/lenses/378340.json +++ b/landing/lenses/378340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -762,7 +762,7 @@ "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,8 +1105,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1343,7 +1343,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1361,8 +1361,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/378800.json b/landing/lenses/378800.json index e9cdec05bdce6c46ee8ae139c50655ca550ab3ec..bdfd06480d2052bdb3c17badb287ac853dc8f526 100644 --- a/landing/lenses/378800.json +++ b/landing/lenses/378800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -129,7 +129,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -150,7 +150,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -172,7 +172,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -425,13 +425,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -747,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-03", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -793,7 +793,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -813,7 +813,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-03", "period": "2025", "status": "derived", @@ -835,7 +835,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-03", "period": "2025", "status": "observed", @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -948,8 +948,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -969,7 +969,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -977,7 +977,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/378850.json b/landing/lenses/378850.json index f281b2533260e49b7a93a6817540be1f76547eca..a019366b41b9be302c22e399ec9d4b0f63cfdefe 100644 --- a/landing/lenses/378850.json +++ b/landing/lenses/378850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,7 +857,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 60점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1200,8 +1200,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/380540.json b/landing/lenses/380540.json index bab84c1e0175034a39db0f624c11d8a6fe5bb845..68a0db3313ad6a58c6f69553681041d717e0c9e0 100644 --- a/landing/lenses/380540.json +++ b/landing/lenses/380540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-21", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-21", "period": "2025", "status": "derived", @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-21", "period": "2025", "status": "observed", @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1108,8 +1108,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/380550.json b/landing/lenses/380550.json index fc4f14ee227380d3ea9fdd2bdee4269cc5cf0d85..2c25f120f93bad585803cafb7ffc19614a291be6 100644 --- a/landing/lenses/380550.json +++ b/landing/lenses/380550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -687,10 +687,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -705,10 +705,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/381620.json b/landing/lenses/381620.json index fdcb8ed0c008651ad2c03fa9420671c7f0f3799a..3681d502c6d4e6444e9ebcf0b84fe40efadf1c8a 100644 --- a/landing/lenses/381620.json +++ b/landing/lenses/381620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,8 +679,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/381970.json b/landing/lenses/381970.json index 8e43b148e20c43040a3b78b270be249105317b2a..c9f7d5d70c565f67ee7e3af62ec86002262d9bde 100644 --- a/landing/lenses/381970.json +++ b/landing/lenses/381970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -845,7 +845,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 55.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 55.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1148,8 +1148,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382150.json b/landing/lenses/382150.json index 2c238f6618781e225c25f0c8c3029922f2879a3d..d9f8e1da38e77373eac700b5133cfc6d689a25c9 100644 --- a/landing/lenses/382150.json +++ b/landing/lenses/382150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -383,13 +383,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -560,14 +560,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -687,10 +687,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -720,7 +720,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -733,7 +733,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -753,8 +753,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -775,8 +775,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -811,7 +811,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -867,10 +867,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -888,8 +888,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -909,7 +909,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -917,7 +917,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382480.json b/landing/lenses/382480.json index 4795b9d76f129e9016ed0a5e6c241d74e538ce5d..29026e07a61c4b2f46b860b5696716adc5e2b5a3 100644 --- a/landing/lenses/382480.json +++ b/landing/lenses/382480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -998,10 +998,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1199,8 +1199,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382800.json b/landing/lenses/382800.json index abb21b146f05ae722e3043c82cbea5029cad54dc..63e41d1f9c08924a36a67bab52aab973059375c2 100644 --- a/landing/lenses/382800.json +++ b/landing/lenses/382800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -982,19 +982,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1061,17 +1061,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1140,7 +1140,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1149,7 +1149,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1183,8 +1183,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1384,12 +1384,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c4c2f6054d1a", + "target": "382800", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/382840.json b/landing/lenses/382840.json index 86e242dca215bda3f64e0e9d735608d0b50644c8..4f0d37f4c4273c50a18d7a66967ca5167fbf992f 100644 --- a/landing/lenses/382840.json +++ b/landing/lenses/382840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,7 +843,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 156.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 154.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1186,8 +1186,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1395,7 +1395,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1417,7 +1417,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1435,8 +1435,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/382900.json b/landing/lenses/382900.json index b7a6474c533b975e1c4c8b84d859ab1ddc85fc7e..a1d464226aba2bf46524238ac0b0f0565b7884b0 100644 --- a/landing/lenses/382900.json +++ b/landing/lenses/382900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.81%). 최근 주가 하락이 반영된 결과", "D/EBITDA 143.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -971,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1004,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,10 +1057,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1070,7 +1070,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1095,7 +1095,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1151,10 +1151,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1172,8 +1172,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383220.json b/landing/lenses/383220.json index 2af463e108e7bb36d1b755eb049e49ced5886303..c22282dcb39b47195d518977766f6aca6d097ff7 100644 --- a/landing/lenses/383220.json +++ b/landing/lenses/383220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1017,8 +1017,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,10 +1070,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1185,8 +1185,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383310.json b/landing/lenses/383310.json index 3bf640f756e57b41f8786a3752318ce73448c5d5..85480f5803fcf808ed10609f23f9d5b1c6e97799 100644 --- a/landing/lenses/383310.json +++ b/landing/lenses/383310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,7 +849,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 5.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 5.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -864,14 +864,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -991,10 +991,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1192,8 +1192,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,10 +1208,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1226,10 +1226,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383800.json b/landing/lenses/383800.json index a2c422645fe85e0841a9f1850fe96fa3db189f05..a5c30c9d93e6d7f82d2ee57b7a4c93cb5fbd50e3 100644 --- a/landing/lenses/383800.json +++ b/landing/lenses/383800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -881,7 +881,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -901,8 +901,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -923,8 +923,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -959,7 +959,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1036,8 +1036,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1057,7 +1057,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1065,7 +1065,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383930.json b/landing/lenses/383930.json index ea20c322c3a5a0e26e8b9ff5b1b04bbdfe97c330..8ab2d84d88c1e4b3a4c7652915f7ce37b84698e5 100644 --- a/landing/lenses/383930.json +++ b/landing/lenses/383930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 111.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 102.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -735,8 +735,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,10 +766,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -877,8 +877,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/384470.json b/landing/lenses/384470.json index f028644b5b9fa985ce1074f72a76ecc3ccebe4aa..e2078cf3000f2948cd5d30451acfe46d88b2be83 100644 --- a/landing/lenses/384470.json +++ b/landing/lenses/384470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -680,14 +680,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -807,10 +807,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -840,8 +840,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -893,10 +893,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -906,7 +906,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1008,8 +1008,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1037,7 +1037,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/387570.json b/landing/lenses/387570.json index a27ccb33a04faea9fc300c8b94791edef67a41c7..33053a83d417a7bb06dac4495f849659ee0b203f 100644 --- a/landing/lenses/387570.json +++ b/landing/lenses/387570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -754,8 +754,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/387690.json b/landing/lenses/387690.json index c7c2ed0005a4a8437c8870e284f094f324244c62..7707e6559264ee3102aa844d23997ebd728e2ea1 100644 --- a/landing/lenses/387690.json +++ b/landing/lenses/387690.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/388050.json b/landing/lenses/388050.json index 0add1effe4616f4e88682ae991178face9684372..2f3fd2f21fb616835e1e37dce2009dcd15254b7f 100644 --- a/landing/lenses/388050.json +++ b/landing/lenses/388050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1184,8 +1184,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388210.json b/landing/lenses/388210.json index b45344c10c651b16696a1da67abe3297d4c71606..bccd7050c9a2a3333aba14f1cf9ffac874ec640b 100644 --- a/landing/lenses/388210.json +++ b/landing/lenses/388210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388610.json b/landing/lenses/388610.json index 20f6ebb3f73f0ce574ee8b43925b6f71ff3ce7e2..b26202999c2d720620adb54805afed6ac7f9a5de 100644 --- a/landing/lenses/388610.json +++ b/landing/lenses/388610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -721,10 +721,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388720.json b/landing/lenses/388720.json index 4a030df5af1cd230d7af020c2970311a233f06ec..c2cb88eade990de3ed38224b615b1878ab6700a9 100644 --- a/landing/lenses/388720.json +++ b/landing/lenses/388720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1091,10 +1091,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1112,8 +1112,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388790.json b/landing/lenses/388790.json index 9ad07fc93649cd79d4285c3dce9da72ed9f7104d..ef426a3c2771e801c4ccec908eaa4357e1ab0530 100644 --- a/landing/lenses/388790.json +++ b/landing/lenses/388790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,18 +310,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 17.18, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 14.64, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -504,15 +504,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 17.18, + "grade": "dCR-A", + "score": 14.64, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 17.24, + "grade": "dCR-A", + "score": 14.7, "assumptions": { "scenarioStress": "moderate" } @@ -571,11 +571,10 @@ "weightCoverage": 85.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -590,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -717,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -736,7 +735,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -749,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -769,8 +768,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -780,7 +779,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -789,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -878,8 +877,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388870.json b/landing/lenses/388870.json index b5b0980a41448998f048632be090a8e54f81af0a..79dcc794f27920edfa3a49900ac403f2ff463e4e 100644 --- a/landing/lenses/388870.json +++ b/landing/lenses/388870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -340,13 +340,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -528,14 +528,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -655,10 +655,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -701,7 +701,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -721,8 +721,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -743,8 +743,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -856,8 +856,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -877,7 +877,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389020.json b/landing/lenses/389020.json index 901e0a371f9da3a37441a269a122de29b9dc1345..b701e8b6b528129ad234eb5ec9871d6b1aa6e080 100644 --- a/landing/lenses/389020.json +++ b/landing/lenses/389020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -504,14 +504,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -631,10 +631,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -650,8 +650,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -663,8 +663,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -681,10 +681,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -694,7 +694,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -703,7 +703,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -771,10 +771,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -792,8 +792,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -817,10 +817,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -839,7 +839,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -855,7 +855,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389030.json b/landing/lenses/389030.json index ad65db2abd29f2f3bae6ba563d46c259cca2e352..6962e6c8b4be49338bdbcb26b34b11597198ef71 100644 --- a/landing/lenses/389030.json +++ b/landing/lenses/389030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -506,18 +506,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 52.91, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 50.33, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,14 +702,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 52.91, + "score": 50.33, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 54.0, + "score": 51.2, "assumptions": { "scenarioStress": "moderate" } @@ -779,7 +779,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 25.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1007,10 +1007,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1122,8 +1122,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389140.json b/landing/lenses/389140.json index 0760618ad563799366931373acca4c0cb9ba27b9..8d4e91e9b90d8f02b44c0cccbe4ce33dc31662d8 100644 --- a/landing/lenses/389140.json +++ b/landing/lenses/389140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,7 +771,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 19.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 19.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,8 +1104,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389260.json b/landing/lenses/389260.json index 3fe8ee3debd422ba5aec5fe62f33fa668a89effe..560f5cbbaf51240523262788b142725ed85fa778 100644 --- a/landing/lenses/389260.json +++ b/landing/lenses/389260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 9.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 9.08%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1171,8 +1171,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,10 +1187,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389470.json b/landing/lenses/389470.json index 345da07b9abd680cafa5f937ad1321264b416f8d..2d7d20161aff903b46cbb81f5f2015c36f5ff507 100644 --- a/landing/lenses/389470.json +++ b/landing/lenses/389470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -926,7 +926,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -939,8 +939,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -970,7 +970,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -979,7 +979,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1068,8 +1068,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1089,7 +1089,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1097,7 +1097,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389500.json b/landing/lenses/389500.json index 3ef105ecf76a87955f54a698dd898c962e1b3d00..bf6b701fd92b6bc6ad239fe368216f9c5ff5f0cd 100644 --- a/landing/lenses/389500.json +++ b/landing/lenses/389500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -91,7 +91,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -117,7 +117,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -317,13 +317,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -511,14 +511,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -638,10 +638,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -670,8 +670,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -690,8 +690,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -710,7 +710,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -778,10 +778,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -799,8 +799,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -828,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389650.json b/landing/lenses/389650.json index 3909f3c8973ea671f00050f17bf5d278dfb795e6..4f8cf087a0732043af3d6a914274520aff770b3c 100644 --- a/landing/lenses/389650.json +++ b/landing/lenses/389650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -695,8 +695,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389680.json b/landing/lenses/389680.json index fbf93bc09a955e7f7cfb0c427be5187835a498e8..9cbdec90365e12c5e6308f33a672a8744a3962d7 100644 --- a/landing/lenses/389680.json +++ b/landing/lenses/389680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -721,10 +721,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/391710.json b/landing/lenses/391710.json index 15e3d784cf0789e00d69cd5b5b2a3e5a4fb08f0b..7dbe6304624aa134b9818cbab89ebb99be65ebb7 100644 --- a/landing/lenses/391710.json +++ b/landing/lenses/391710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -306,13 +306,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -374,7 +374,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -393,7 +393,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -412,7 +412,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -431,7 +431,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -586,14 +586,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -713,10 +713,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -732,8 +732,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -745,8 +745,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -763,10 +763,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -776,7 +776,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -785,7 +785,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -853,10 +853,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -874,8 +874,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -895,7 +895,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -903,7 +903,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/393210.json b/landing/lenses/393210.json index f45776b01930157235f245ff1c6a3c3945d25436..29674742845ac47e47c33ad75bd3825fac2cd93d 100644 --- a/landing/lenses/393210.json +++ b/landing/lenses/393210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -762,7 +762,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -904,19 +904,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -937,8 +937,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,17 +983,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1062,7 +1062,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1071,7 +1071,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,8 +1105,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,88 +1313,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:12d71de62c4e", - "target": "393210", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/393890.json b/landing/lenses/393890.json index 581f313fe3c080fa54146f3664983d6ad48fcf29..d796765c40decc417dfc325b7b250ae58746b931 100644 --- a/landing/lenses/393890.json +++ b/landing/lenses/393890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1105,8 +1105,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1130,10 +1130,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1408,7 +1408,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1430,7 +1430,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1448,8 +1448,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/393970.json b/landing/lenses/393970.json index 7d9171ec4284ce9d86511607beeb1074ad33ab1c..38e9fd2179a764d42833ad69e90bf98270bcdfad 100644 --- a/landing/lenses/393970.json +++ b/landing/lenses/393970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-06", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -622,7 +622,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-06", "period": null, "status": "derived", @@ -642,7 +642,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-06", "period": null, "status": "observed", @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -751,8 +751,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -767,10 +767,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -785,10 +785,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -807,7 +807,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -815,7 +815,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394280.json b/landing/lenses/394280.json index 5e877e3ce1309ed9560579eecd9e4ed426c21d07..533e40b0b4bf357bfd66563f0b11da5d2c3c5772 100644 --- a/landing/lenses/394280.json +++ b/landing/lenses/394280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 42.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -906,19 +906,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -939,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -985,17 +985,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1005,7 +1005,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1030,7 +1030,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1064,7 +1064,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1073,7 +1073,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1107,8 +1107,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394420.json b/landing/lenses/394420.json index 46a0be5f7bc04d1c5c6700d863a29e3689680e90..c67cf0cc805dd60dd3c6da382e8901bc37aee4d3 100644 --- a/landing/lenses/394420.json +++ b/landing/lenses/394420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394800.json b/landing/lenses/394800.json index 191a1ad62f5c830f5b761ce8b2cdcc88ca4163fb..cefe843a9b4d190446d8a4b163996e5fa212ead2 100644 --- a/landing/lenses/394800.json +++ b/landing/lenses/394800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/395400.json b/landing/lenses/395400.json index 64ef0ce18098b36cfd4613f5fe6d2ebc47298472..4143ba565a362b4fb829898ef43410e5e0da1471 100644 --- a/landing/lenses/395400.json +++ b/landing/lenses/395400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -235,14 +235,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -357,10 +357,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -376,7 +376,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -389,8 +389,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -409,8 +409,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -420,7 +420,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -429,7 +429,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -497,10 +497,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -518,8 +518,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -543,10 +543,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -561,10 +561,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -575,7 +575,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396270.json b/landing/lenses/396270.json index c48bac1cd57c91c5652c98e71d4a3f15b4023bc6..d3fe2ef179f47542adec42700116e514204715e1 100644 --- a/landing/lenses/396270.json +++ b/landing/lenses/396270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -306,13 +306,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -501,14 +501,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -647,8 +647,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -660,8 +660,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -678,10 +678,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -691,7 +691,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -700,7 +700,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -768,10 +768,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -789,8 +789,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -805,10 +805,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -823,10 +823,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -837,7 +837,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -845,7 +845,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -853,7 +853,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -869,7 +869,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396300.json b/landing/lenses/396300.json index f77dd265743f9b375800587539f70f336f232dcd..426895045ce38cc99da9b2718654a044d4baf6d6 100644 --- a/landing/lenses/396300.json +++ b/landing/lenses/396300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -853,7 +853,7 @@ "divergenceExplanation": [ "현금흐름 축이 38점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -868,14 +868,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -995,10 +995,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1027,8 +1027,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1135,10 +1135,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1156,8 +1156,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396470.json b/landing/lenses/396470.json index 643d95addca5d01959b0f1e48946ca2219e7283b..529fa4478d4210e22c470c40b7eede6af40892e4 100644 --- a/landing/lenses/396470.json +++ b/landing/lenses/396470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -236,7 +236,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -947,7 +947,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1115,8 +1115,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396690.json b/landing/lenses/396690.json index b80f058ecfa64cf606e5ea1fffbc8e098425dc63..76c726834d2db988209e0227d1262aab49729204 100644 --- a/landing/lenses/396690.json +++ b/landing/lenses/396690.json @@ -20,14 +20,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -142,10 +142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -174,8 +174,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -194,8 +194,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -214,7 +214,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -282,15 +282,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -303,8 +303,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -328,10 +328,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -346,10 +346,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -360,7 +360,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -368,7 +368,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -384,7 +384,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -400,7 +400,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/397030.json b/landing/lenses/397030.json index 1056a9689429f876bf589458bb97b0945f89cb5e..a06f7d979f5fd9a0712c8ef9acffe75f5e1b58b8 100644 --- a/landing/lenses/397030.json +++ b/landing/lenses/397030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -502,14 +502,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -629,10 +629,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -648,8 +648,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -661,8 +661,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -679,10 +679,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -692,7 +692,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -701,7 +701,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -769,10 +769,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -790,8 +790,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -811,7 +811,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -819,7 +819,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/397810.json b/landing/lenses/397810.json index 121f4eaf24894710283e3c86506668b9e20500a7..68eeef3d34cad770429324e90727af5a030f7f75 100644 --- a/landing/lenses/397810.json +++ b/landing/lenses/397810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/398120.json b/landing/lenses/398120.json index 11addbcea2d0a61417485c29151c780bad7be21b..e7fbddfa4ee36f1688b39ef85558c29c2d9d91ce 100644 --- a/landing/lenses/398120.json +++ b/landing/lenses/398120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -467,14 +467,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -594,10 +594,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -613,8 +613,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -626,8 +626,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,10 +644,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -657,7 +657,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -666,7 +666,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -755,8 +755,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/399720.json b/landing/lenses/399720.json index d2a32c120a2a6b1112258c660cd6a13b211e0722..b0109ea1fd710d9ec28d48aa26ca6c240c8566ed 100644 --- a/landing/lenses/399720.json +++ b/landing/lenses/399720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -558,13 +558,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1167,8 +1167,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/400760.json b/landing/lenses/400760.json index cc80556a88d5d65cfc39428f4350880f7843ecbe..d5051654f95501f497c20aec4bb5e94d7de780e8 100644 --- a/landing/lenses/400760.json +++ b/landing/lenses/400760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -382,8 +382,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -407,10 +407,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -425,10 +425,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -439,7 +439,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -447,7 +447,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -463,7 +463,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -479,7 +479,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/402030.json b/landing/lenses/402030.json index c189e35f33e2ebb182b237cacc8a6008e96d643d..1f166a68e1409b5a79ca7960b7cef40ea6067d8d 100644 --- a/landing/lenses/402030.json +++ b/landing/lenses/402030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 47.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -877,8 +877,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/402340.json b/landing/lenses/402340.json index a0960c6bebe9ce262fd350cfbe81d4d074134868..d899ff762c898c862fe1011f7a65398ef99c14f2 100644 --- a/landing/lenses/402340.json +++ b/landing/lenses/402340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -951,10 +951,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1152,8 +1152,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/402490.json b/landing/lenses/402490.json index ce394f9b144c640b8f32533abffc1c4758f273b9..6b39b64ab181fd32fad26de98d3f77db89592100 100644 --- a/landing/lenses/402490.json +++ b/landing/lenses/402490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -809,7 +809,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 22.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 20.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -951,19 +951,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -984,8 +984,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1030,17 +1030,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1109,7 +1109,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1118,7 +1118,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1152,8 +1152,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1360,88 +1360,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2918b8ce101b", - "target": "402490", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/403360.json b/landing/lenses/403360.json index d75345235aa8007f6f3fac2a633384b1af73ea63..4f7cfeb4fd6e1fc1f6f54f640d74ad15b85a2219 100644 --- a/landing/lenses/403360.json +++ b/landing/lenses/403360.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -480,8 +480,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/403490.json b/landing/lenses/403490.json index b6f8cd139866d696f36dd1975d4fdb625a3b21b5..12da377ac82e27d3d95a362f41265035af881e5a 100644 --- a/landing/lenses/403490.json +++ b/landing/lenses/403490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -760,7 +760,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -935,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1103,8 +1103,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,10 +1128,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403550.json b/landing/lenses/403550.json index 2aae9d62c7b59b0d22751fd589cf172c02cd1c4a..76be17de179f2b3e26e7938461845c34cad538b6 100644 --- a/landing/lenses/403550.json +++ b/landing/lenses/403550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -906,19 +906,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -932,8 +932,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -977,17 +977,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -997,7 +997,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1014,7 +1014,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1054,7 +1054,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1063,7 +1063,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1097,8 +1097,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,7 +1118,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403850.json b/landing/lenses/403850.json index 318e34ccc6bdea1aa5f7d6a4847f1dfb83388785..68710f94ee196a63dea6fd8873c2a4384795cd9d 100644 --- a/landing/lenses/403850.json +++ b/landing/lenses/403850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1102,13 +1102,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1151,8 +1151,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403870.json b/landing/lenses/403870.json index ad44d546c499280a545944fb6ce64b888f7cc49a..373e8c12fb1ab7d4fb5abed778b5c4f41bb93a73 100644 --- a/landing/lenses/403870.json +++ b/landing/lenses/403870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -875,8 +875,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -900,10 +900,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -914,7 +914,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -938,7 +938,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/404990.json b/landing/lenses/404990.json index e250ec3d96eb1d1463aacc4bf2299a25a70a3120..f8ca52b9fdc44c1865d6f79db086e6ca2f3bd04f 100644 --- a/landing/lenses/404990.json +++ b/landing/lenses/404990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -380,8 +380,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -405,10 +405,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -423,10 +423,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -437,7 +437,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -445,7 +445,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -461,7 +461,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -477,7 +477,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/405000.json b/landing/lenses/405000.json index 4e22af1b42124ca27b824b401f82485959712028..a4802f292b38706c699d3c0e3aca6034ab7b2d04 100644 --- a/landing/lenses/405000.json +++ b/landing/lenses/405000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 381.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 357.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1108,8 +1108,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1339,7 +1339,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1357,15 +1357,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/405100.json b/landing/lenses/405100.json index e79ac6a2df4a8d1d678e73ba46d1426549741351..06c9681eeeafc8999b0edda4e86655a2d65ef6f8 100644 --- a/landing/lenses/405100.json +++ b/landing/lenses/405100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1168,8 +1168,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/405920.json b/landing/lenses/405920.json index db6e8a2035beff7050a32a6114e12038133163e8..cb7eabb23b9a99ddacaca61c109f6938165324ee 100644 --- a/landing/lenses/405920.json +++ b/landing/lenses/405920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.17%). 최근 주가 하락이 반영된 결과", "D/EBITDA 35.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -895,19 +895,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -928,8 +928,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,17 +974,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -994,7 +994,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1047,13 +1047,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1062,7 +1062,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1096,8 +1096,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/406820.json b/landing/lenses/406820.json index 0c00b8844be389dc74488d0bccac01b0fd8a331e..650569abdbc26e8885c0276873c1b51ee301163b 100644 --- a/landing/lenses/406820.json +++ b/landing/lenses/406820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 58.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -925,7 +925,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/407400.json b/landing/lenses/407400.json index 36625e97f40cbc1fd7bd9e0c5ffaaa6dd0e4d8c1..f0a16ffa22807af2eb6499201b5464503291c451 100644 --- a/landing/lenses/407400.json +++ b/landing/lenses/407400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -907,15 +907,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,17 +986,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1065,7 +1065,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1074,7 +1074,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1108,8 +1108,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,88 +1309,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b05e4bfc9530", - "target": "407400", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.485 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/408470.json b/landing/lenses/408470.json index 6bd1c8b72f2c75d637ec605781730892b9201599..2129f9ae367fdf9108f31d87c790f46bc7441bd9 100644 --- a/landing/lenses/408470.json +++ b/landing/lenses/408470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -345,14 +345,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -472,10 +472,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -491,7 +491,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -504,8 +504,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -524,8 +524,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -535,7 +535,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -544,7 +544,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -612,10 +612,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -633,8 +633,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -654,7 +654,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -662,7 +662,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/408900.json b/landing/lenses/408900.json index 3a32dafb04b6766251a3a2d386203cb588be96bd..e94cd0f831b948af4681e10b63a57f1546137dbe 100644 --- a/landing/lenses/408900.json +++ b/landing/lenses/408900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -869,7 +869,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -911,8 +911,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -947,7 +947,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1024,8 +1024,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1045,7 +1045,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1053,7 +1053,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/408920.json b/landing/lenses/408920.json index 6c2753f0033522233dbbcbddbd283ae94103e043..eb5dc2f8d9cf95f0c8b726505cc4996a4d8c3678 100644 --- a/landing/lenses/408920.json +++ b/landing/lenses/408920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1168,8 +1168,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1377,7 +1377,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1399,7 +1399,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1417,8 +1417,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/411080.json b/landing/lenses/411080.json index acc4931536e9d732d8a461d09170f13e3be6716b..75c3ba06fde874b04fa6645f14d09796b68b1602 100644 --- a/landing/lenses/411080.json +++ b/landing/lenses/411080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,7 +702,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -717,14 +717,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -844,10 +844,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -863,8 +863,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -876,8 +876,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -894,10 +894,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -907,7 +907,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -916,7 +916,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1005,8 +1005,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1026,7 +1026,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1034,7 +1034,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/412350.json b/landing/lenses/412350.json index 74391a09be434cf0f462e1685d482d5f207de31c..2ae698ab7c51618cfcf48472448e79521ddcb507 100644 --- a/landing/lenses/412350.json +++ b/landing/lenses/412350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -497,18 +497,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 44.57, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 38.35, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,15 +692,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 44.57, + "grade": "dCR-BB", + "score": 38.35, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 45.38, + "grade": "dCR-BB", + "score": 39.22, "assumptions": { "scenarioStress": "moderate" } @@ -759,12 +759,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 17.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -779,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -906,10 +905,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -939,7 +938,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -952,7 +951,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -994,8 +993,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1005,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1030,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1086,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1107,8 +1106,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1315,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1338,7 +1337,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1356,15 +1355,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/412540.json b/landing/lenses/412540.json index ddf600395fb0d4e2b4598fcbc0577b87df0f8b50..3adebe895825819d855e868d72ec04193693d1cc 100644 --- a/landing/lenses/412540.json +++ b/landing/lenses/412540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -701,10 +701,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,7 +760,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2025", "status": "derived", @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -872,8 +872,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/413390.json b/landing/lenses/413390.json index 26bcf9ff2ce7de9c90bf04543919ef93c6121411..cb9e3e10f4bdf04f78650ce427de0b634e17dbf1 100644 --- a/landing/lenses/413390.json +++ b/landing/lenses/413390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -753,8 +753,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/413630.json b/landing/lenses/413630.json index dcb841683040c2aa1d0682f964d28a986d17effb..bc193b3901e846f6597ca18ddc2fa518a4de1836 100644 --- a/landing/lenses/413630.json +++ b/landing/lenses/413630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1150,8 +1150,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1366,7 +1366,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1388,7 +1388,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1406,8 +1406,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/413640.json b/landing/lenses/413640.json index 3ec69035d665d9a1cf4b3315a933fe1273e8a1a8..f05f0accb109d6ea4b5eb560c9b27d2e59a76335 100644 --- a/landing/lenses/413640.json +++ b/landing/lenses/413640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -707,8 +707,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/415380.json b/landing/lenses/415380.json index 94eb3ee57c2941bb49ddcd31f341f918ffbb903c..b140b2cedf502f571cccd2c60cbe8d9e77defcf1 100644 --- a/landing/lenses/415380.json +++ b/landing/lenses/415380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -707,8 +707,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/415640.json b/landing/lenses/415640.json index 6c9538aa41a13faf5219fd0c60102a595778d7c6..7e1b28485ecb56fc4fc308df95cf349b04ab7180 100644 --- a/landing/lenses/415640.json +++ b/landing/lenses/415640.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/416180.json b/landing/lenses/416180.json index 3dda76951b6e93e713f3ed14debc098d879e8685..538cd357af489fd2a8d385f7624834ed9f457f26 100644 --- a/landing/lenses/416180.json +++ b/landing/lenses/416180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.38%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -960,10 +960,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1161,8 +1161,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1377,7 +1377,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1399,7 +1399,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1417,8 +1417,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/417010.json b/landing/lenses/417010.json index 83b574e40ba12ae6452db7d323efa7a05a36aafa..629994e92b73a75d1cc62bc28735e7bcd1f02d8c 100644 --- a/landing/lenses/417010.json +++ b/landing/lenses/417010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -498,18 +498,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 48.99, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 47.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -693,15 +693,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 48.99, + "grade": "dCR-BB-", + "score": 47.58, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 49.66, + "score": 48.36, "assumptions": { "scenarioStress": "moderate" } @@ -717,6 +717,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -760,7 +765,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 4.0, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", @@ -780,14 +785,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -907,10 +912,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -940,7 +945,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -953,7 +958,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +978,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +1000,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1031,7 +1036,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1092,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1108,8 +1113,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,10 +1129,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1142,10 +1147,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1156,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1164,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1172,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1188,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417030.json b/landing/lenses/417030.json index b3c1d9ca6fe73a8c82c3ace2cdcb3bfa2ad91b93..052b2203b54ebdc557f4069c0fb54fee563cf6b8 100644 --- a/landing/lenses/417030.json +++ b/landing/lenses/417030.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/417180.json b/landing/lenses/417180.json index a2e4b2a2b3784176b0463716f4f5288e9ca782f2..300ad6071478140f82c8341e2ee6bff28cc255ae 100644 --- a/landing/lenses/417180.json +++ b/landing/lenses/417180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -875,8 +875,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -896,7 +896,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -904,7 +904,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417200.json b/landing/lenses/417200.json index 021cd1f175e390660e93197bd5b0ca11f52f4259..381cd4c48852faafd3405f2e8af982b16065892c 100644 --- a/landing/lenses/417200.json +++ b/landing/lenses/417200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -899,15 +899,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -932,8 +932,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,17 +978,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1023,7 +1023,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1057,7 +1057,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1066,7 +1066,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1079,10 +1079,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1100,8 +1100,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,12 +1308,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d8f33df48689", + "target": "417200", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.831 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/417500.json b/landing/lenses/417500.json index 53646f00a2e36cb40b8f0c69317b8d4a24458f8e..eb219d767328d950969879284fe3947f1fc5277b 100644 --- a/landing/lenses/417500.json +++ b/landing/lenses/417500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1170,8 +1170,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417790.json b/landing/lenses/417790.json index d90483264cfbc284193b96f3b813dc68ad37d87a..9a4ac05b45e9d110d589c8346231f9fe812554c2 100644 --- a/landing/lenses/417790.json +++ b/landing/lenses/417790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -861,8 +861,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417840.json b/landing/lenses/417840.json index 3e753c9f0290f5f3fb5891c58a434681450856e5..c9b1ac602009dbe9919f3f53b5cb28433cab9f10 100644 --- a/landing/lenses/417840.json +++ b/landing/lenses/417840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1177,8 +1177,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417860.json b/landing/lenses/417860.json index 16b5ed87109c8fc876ccb7cb90fcbea33e8a4f88..455b173dd687eef199af0157f102366d10d818d2 100644 --- a/landing/lenses/417860.json +++ b/landing/lenses/417860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -588,14 +588,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -715,10 +715,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -734,8 +734,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -747,8 +747,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -765,10 +765,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -778,7 +778,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -787,7 +787,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -855,10 +855,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -876,8 +876,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417970.json b/landing/lenses/417970.json index a99149483b704408b35960cc51dc1b9e791d400c..18a2df02429b9df34c2d41a2ad783bff005ac0a0 100644 --- a/landing/lenses/417970.json +++ b/landing/lenses/417970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -825,7 +825,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,10 +1053,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1168,8 +1168,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418250.json b/landing/lenses/418250.json index 440b298eff88d8ad28673ee7c79abb4cd2fb22da..8f31b2e4cf893f296145b9c7799ec9878607ab0b 100644 --- a/landing/lenses/418250.json +++ b/landing/lenses/418250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -555,14 +555,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,10 +682,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -770,10 +770,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -791,8 +791,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418420.json b/landing/lenses/418420.json index a9ad7e9fdd907f039d11d7a9415f9b778413576a..bf498ae707f71a635c8f28b39cceb2491bf67756 100644 --- a/landing/lenses/418420.json +++ b/landing/lenses/418420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 139.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 90.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -735,8 +735,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,10 +766,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -877,8 +877,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418470.json b/landing/lenses/418470.json index 66ce8158677bbbe970250a746c9bde538da80b12..c8f742716c67188b80b0c4bde865d3940cf0520d 100644 --- a/landing/lenses/418470.json +++ b/landing/lenses/418470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -726,8 +726,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -766,7 +766,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -834,10 +834,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -855,8 +855,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,10 +880,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -898,10 +898,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -912,7 +912,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -920,7 +920,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -952,7 +952,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418550.json b/landing/lenses/418550.json index c3335477832431d273e25d5c4e507d1999c3c1c4..9e9f79183b9d5062d1ed03b6f0f08c1934037513 100644 --- a/landing/lenses/418550.json +++ b/landing/lenses/418550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -593,14 +593,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -739,7 +739,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -772,8 +772,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -783,7 +783,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -792,7 +792,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -860,10 +860,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -881,8 +881,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -910,7 +910,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418620.json b/landing/lenses/418620.json index 3bd7837a1be10bd13fb76f3afcdaa3040baab4be..899b3ea838bbf1ffece9eac789d34e4d6acbe09e 100644 --- a/landing/lenses/418620.json +++ b/landing/lenses/418620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 608.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 600.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,12 +1302,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:cb22a3652f04", + "target": "418620", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.57 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/419050.json b/landing/lenses/419050.json index 06e89e3da0514a39ed3dd05fe99c03be7520a70e..089299cc4e15523e330349268b72897cae264c0e 100644 --- a/landing/lenses/419050.json +++ b/landing/lenses/419050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,7 +835,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 11.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 12.39%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1180,8 +1180,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419080.json b/landing/lenses/419080.json index 48c418ed781b44f0579c0bd4e86b8f5b51b52c1a..86575f6c0aa2496de86ab52ce11563fc7674e69d 100644 --- a/landing/lenses/419080.json +++ b/landing/lenses/419080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -711,14 +711,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -857,8 +857,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -870,8 +870,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -888,10 +888,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -901,7 +901,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -910,7 +910,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -999,8 +999,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1020,7 +1020,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1028,7 +1028,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419120.json b/landing/lenses/419120.json index 7f7d791ea57eb801e227449afb615a132b59c97e..7bb2565bb6bbe7577c6f52d32ca562311f6be6cc 100644 --- a/landing/lenses/419120.json +++ b/landing/lenses/419120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -999,8 +999,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1167,8 +1167,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419530.json b/landing/lenses/419530.json index 3e9620163478653cde3287b0657c46f4fddc9a41..d621790539d74a6bc56478712582296f2cf38a27 100644 --- a/landing/lenses/419530.json +++ b/landing/lenses/419530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -778,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -905,19 +905,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -938,8 +938,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -984,17 +984,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1063,7 +1063,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1072,7 +1072,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1085,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1106,8 +1106,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,12 +1307,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:03b90a49e1a5", + "target": "419530", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/419540.json b/landing/lenses/419540.json index 8b1ae6bc6ac8843b9d59c648b47b7b42dbdb54f4..71f4c7cac09dcc2add178963f7d050a2afffee90 100644 --- a/landing/lenses/419540.json +++ b/landing/lenses/419540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -440,14 +440,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -567,10 +567,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -599,8 +599,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -619,8 +619,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -639,7 +639,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -707,10 +707,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -728,8 +728,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/420570.json b/landing/lenses/420570.json index c30542847a47b2a892bb7822c8ade22577ed0ec4..3b2ec197d963868698dcffa9fdf6fc1fbbd4f2e2 100644 --- a/landing/lenses/420570.json +++ b/landing/lenses/420570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,10 +1035,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1150,8 +1150,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/420770.json b/landing/lenses/420770.json index 3dd92eccacab8285ea0587eb8edf314fbb3459eb..330a33f9cebbc51dae83ba3e2babb7fe013b8b81 100644 --- a/landing/lenses/420770.json +++ b/landing/lenses/420770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -719,8 +719,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,10 +750,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -763,7 +763,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -861,8 +861,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424760.json b/landing/lenses/424760.json index 7a154d4d2e2b513dbc78375fd077d68cf20e4ea5..1ba417dafaafaa3ddb195d88551966778273eabb 100644 --- a/landing/lenses/424760.json +++ b/landing/lenses/424760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -719,8 +719,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,10 +750,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -763,7 +763,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -861,8 +861,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424870.json b/landing/lenses/424870.json index 2cd70384d0ed48d9cbb8a048fb725b764efa087d..27895034d11f800352af110b544d9fd7738f58a1 100644 --- a/landing/lenses/424870.json +++ b/landing/lenses/424870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424960.json b/landing/lenses/424960.json index fa9361913ee49fa263ea67d935390e96659d5833..e6102a39df5ab0313e4195bd2931c2e933dd361d 100644 --- a/landing/lenses/424960.json +++ b/landing/lenses/424960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 23.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 23.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,10 +979,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424980.json b/landing/lenses/424980.json index b59c24fe9cd592952b461dfd0a58a4fae1c1c923..8ed4c401964bb5d637f2c9087390592bf8d9cb13 100644 --- a/landing/lenses/424980.json +++ b/landing/lenses/424980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -701,10 +701,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -720,8 +720,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -733,8 +733,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -751,10 +751,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -764,7 +764,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -773,7 +773,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -841,10 +841,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -862,8 +862,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -887,10 +887,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -909,7 +909,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -925,7 +925,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/425040.json b/landing/lenses/425040.json index 217813c15f4d2dd8f3b3cb5fa6c69ab98370e311..57ee6fb6d5864a5724653d55d346f29e218c6178 100644 --- a/landing/lenses/425040.json +++ b/landing/lenses/425040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -832,7 +832,7 @@ "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -847,14 +847,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1007,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,10 +1060,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1098,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1175,8 +1175,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,10 +1200,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/425420.json b/landing/lenses/425420.json index f005e3e510393ce70dc0f843fe6f556ddb5e0c4c..09b3c65082e30bc045914e63096413967edb7f93 100644 --- a/landing/lenses/425420.json +++ b/landing/lenses/425420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -846,14 +846,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1061,8 +1061,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1097,7 +1097,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1174,8 +1174,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1199,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/429270.json b/landing/lenses/429270.json index e0b20c220e934ec503236859084f6e8b36bfd6ad..9265dbadfafbcca5ddccdbb7c05f0a0b511fd78a 100644 --- a/landing/lenses/429270.json +++ b/landing/lenses/429270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -326,13 +326,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -487,14 +487,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -614,10 +614,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -633,8 +633,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -646,8 +646,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -664,10 +664,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -677,7 +677,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -686,7 +686,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -754,10 +754,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -775,8 +775,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -800,10 +800,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -814,7 +814,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -822,7 +822,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -838,7 +838,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/430690.json b/landing/lenses/430690.json index 82d99c742fc227c2471f52c88687d368605f7db1..f9ef0cc7a759161ffce52620002c36f0f252acfe 100644 --- a/landing/lenses/430690.json +++ b/landing/lenses/430690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 79점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 10.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 12.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/431190.json b/landing/lenses/431190.json index 17e14d239a9bd6be1a67871fc0b1ed7f50e25d7a..a10eb0c21d20e7d0741d2d35b6602852828d4669 100644 --- a/landing/lenses/431190.json +++ b/landing/lenses/431190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -370,7 +370,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -389,7 +389,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -408,7 +408,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -427,7 +427,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -561,7 +561,7 @@ "divergenceExplanation": [ "현금흐름 축이 33점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -576,14 +576,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -703,10 +703,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -722,8 +722,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -735,8 +735,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -753,10 +753,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -766,7 +766,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -775,7 +775,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -843,10 +843,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -864,8 +864,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432430.json b/landing/lenses/432430.json index 90c9e4794a19329d7800803002cb8cf8191f7e16..8f653fdb371523e0e45231f09a26e18223f794bd 100644 --- a/landing/lenses/432430.json +++ b/landing/lenses/432430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -681,14 +681,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -808,10 +808,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -841,8 +841,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -854,7 +854,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -874,8 +874,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -894,10 +894,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -907,7 +907,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -932,7 +932,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1009,8 +1009,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1038,7 +1038,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432470.json b/landing/lenses/432470.json index c9a8f5f9b16acaa6eb10b975eb750e8b79a66603..99ca4f975de7a01cba35b881ad95720b92a52bb5 100644 --- a/landing/lenses/432470.json +++ b/landing/lenses/432470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -492,18 +492,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 33.54, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 30.26, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,15 +686,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 33.54, + "grade": "dCR-BBB-", + "score": 30.26, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 33.79, + "grade": "dCR-BBB-", + "score": 30.47, "assumptions": { "scenarioStress": "moderate" } @@ -747,12 +747,12 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1333,7 +1333,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1351,8 +1351,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/432720.json b/landing/lenses/432720.json index 4fc97dc33f0b728830d986975a47d5634190415e..06f4368f3590c3bb356d5d6b4f1b93f8cfd9f3d7 100644 --- a/landing/lenses/432720.json +++ b/landing/lenses/432720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -417,14 +417,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -544,10 +544,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -563,7 +563,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,8 +596,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -607,7 +607,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -616,7 +616,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -684,10 +684,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -705,8 +705,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -730,10 +730,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -744,7 +744,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -768,7 +768,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432980.json b/landing/lenses/432980.json index ac3446c8d1244259b07f510e1573574919685b20..cc859229a41ef3cb434a0250563fc4ce937f1b4e 100644 --- a/landing/lenses/432980.json +++ b/landing/lenses/432980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/434480.json b/landing/lenses/434480.json index df2931b6bdb0fda3ed4e494fb5eff11bec54c271..95f535d6855bbab79e5cd3f266e8c39293d5f7ce 100644 --- a/landing/lenses/434480.json +++ b/landing/lenses/434480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -771,14 +771,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -898,10 +898,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -944,7 +944,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -964,8 +964,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,8 +1099,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/435570.json b/landing/lenses/435570.json index ec28fbe40e49f209dade74617819a0a8366e15d3..77cf5680b57b91bf83f1455191f820d031e4b9f6 100644 --- a/landing/lenses/435570.json +++ b/landing/lenses/435570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -449,14 +449,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -576,10 +576,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -595,8 +595,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -608,8 +608,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -626,10 +626,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -639,7 +639,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -648,7 +648,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -737,8 +737,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -762,10 +762,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -800,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/437730.json b/landing/lenses/437730.json index b96038c746bc165b8913293fb76b70774e5672a9..5a961938ae388edff173657f60efa72ee2e5b973 100644 --- a/landing/lenses/437730.json +++ b/landing/lenses/437730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1159,8 +1159,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1422,7 +1422,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1444,7 +1444,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1462,8 +1462,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/438700.json b/landing/lenses/438700.json index d6b183bca4a80ef57f4b0cd55a210474195e0d5e..ba9e2de6bc87029ea536abe1a2ad80501f79d406 100644 --- a/landing/lenses/438700.json +++ b/landing/lenses/438700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -913,8 +913,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -926,8 +926,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -944,10 +944,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -957,7 +957,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -966,7 +966,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1055,8 +1055,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1076,7 +1076,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439090.json b/landing/lenses/439090.json index 1065601478e4686682e02d1d2394bc4bfdb8aec7..ede28616a5ab46f2f06225aaa49e3ce6dbf78631 100644 --- a/landing/lenses/439090.json +++ b/landing/lenses/439090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1108,7 +1108,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1151,8 +1151,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439260.json b/landing/lenses/439260.json index f248911d38fc4ddd336c338d740325767de1f945..7e135073d9400593e852096b91a1868e98b1ed17 100644 --- a/landing/lenses/439260.json +++ b/landing/lenses/439260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439580.json b/landing/lenses/439580.json index 571c3018a05ca247029360a945f0c5dde4526bfd..5f1ac3b72824a4f65caac13695975059505f1a4e 100644 --- a/landing/lenses/439580.json +++ b/landing/lenses/439580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 9.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 8.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -892,19 +892,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1044,13 +1044,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1059,7 +1059,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439960.json b/landing/lenses/439960.json index 790d8dcade009e2a4526b8f30468cfb092739f89..1b5b6f55ca1a120e80f0b90bfba8913287a6948c 100644 --- a/landing/lenses/439960.json +++ b/landing/lenses/439960.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -552,8 +552,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/440110.json b/landing/lenses/440110.json index b9195e656f5e5d0979b993096c7f5c598c95539e..7f7fabfe4f578ca960ee364d7ae637027879b6a5 100644 --- a/landing/lenses/440110.json +++ b/landing/lenses/440110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -491,18 +491,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 44.36, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 52.36, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,15 +685,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 44.36, + "grade": "dCR-B+", + "score": 52.36, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 45.06, + "grade": "dCR-B+", + "score": 53.06, "assumptions": { "scenarioStress": "moderate" } @@ -746,11 +746,12 @@ "weightCoverage": 85.0 }, "eCR": "eCR-5", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -892,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -918,8 +919,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -931,7 +932,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -951,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -963,17 +964,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +984,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1000,7 +1001,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1040,7 +1041,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1049,7 +1050,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1062,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1083,8 +1084,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1108,10 +1109,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1122,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/440290.json b/landing/lenses/440290.json index cdbc9bfeb296324b08b0a84d655f37720807d929..35efb0de05463a845cf9297db2e92577b78ca2a0 100644 --- a/landing/lenses/440290.json +++ b/landing/lenses/440290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -348,14 +348,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -475,10 +475,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -507,8 +507,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -527,8 +527,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -547,7 +547,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -615,10 +615,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -636,8 +636,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -657,7 +657,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -665,7 +665,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/440320.json b/landing/lenses/440320.json index 9e28c022c8de33138301d4806d9bdaaca64f901b..f301a1a13810b80381439ae9d9157d57418f0736 100644 --- a/landing/lenses/440320.json +++ b/landing/lenses/440320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -417,13 +417,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -485,7 +485,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -504,7 +504,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -523,7 +523,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -542,7 +542,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,14 +695,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -822,10 +822,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -868,7 +868,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -888,8 +888,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -910,8 +910,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -946,7 +946,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1023,8 +1023,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1044,7 +1044,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1052,7 +1052,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/441270.json b/landing/lenses/441270.json index 4895c8a20346f8b05ff5169029a8a62287c44e97..8bc31b28330e0c343bcb27ef99c5d022255ce902 100644 --- a/landing/lenses/441270.json +++ b/landing/lenses/441270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,7 +826,7 @@ "divergenceExplanation": [ "현금흐름 축이 72점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 19.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 16.22%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1171,8 +1171,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/443060.json b/landing/lenses/443060.json index 685af06f110438b312abf02ca21933cde3f4dff3..951edd690b310791948ab46e4f9b796e93d29c12 100644 --- a/landing/lenses/443060.json +++ b/landing/lenses/443060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -694,19 +694,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -727,8 +727,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -773,17 +773,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -846,13 +846,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -861,7 +861,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -895,8 +895,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -920,10 +920,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -934,7 +934,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -942,7 +942,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -958,7 +958,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/443250.json b/landing/lenses/443250.json index 809561aec62dd4aea57124f63e42157730b7eba1..08b407ffb992c78987ac24c7d897c90595bd6b54 100644 --- a/landing/lenses/443250.json +++ b/landing/lenses/443250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1151,8 +1151,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1367,7 +1367,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1389,7 +1389,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1407,15 +1407,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/443670.json b/landing/lenses/443670.json index 1fdf9959aaa271bb8567d7fa8b439f60ff181ebd..0ea7b48db62c0355c4143abfec7eb4b048cc454b 100644 --- a/landing/lenses/443670.json +++ b/landing/lenses/443670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1151,8 +1151,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/444530.json b/landing/lenses/444530.json index 6bf47c996d6d82dbe2bf2d37e4a965d7bc7788be..59896b1aee87f15cfa5106d579c54c13a5193f62 100644 --- a/landing/lenses/444530.json +++ b/landing/lenses/444530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/444920.json b/landing/lenses/444920.json index 06c24aa43ae58d4f1b0558a9f720ed9e77a784a3..2b101d52e9fa9568c18c2434f0f9188c00006744 100644 --- a/landing/lenses/444920.json +++ b/landing/lenses/444920.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-03", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-03", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-03", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/445090.json b/landing/lenses/445090.json index 4c8651133784281b37b31b9914950baaf345e284..20f5e898e7befcd52305403ea4611f397df4bc6f 100644 --- a/landing/lenses/445090.json +++ b/landing/lenses/445090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,14 +763,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -890,15 +890,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -923,8 +923,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -936,7 +936,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -956,8 +956,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -969,17 +969,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -989,7 +989,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1014,7 +1014,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1048,7 +1048,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1057,7 +1057,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,10 +1116,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1393,12 +1393,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9949fa8aeee7", + "target": "445090", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.707 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/445180.json b/landing/lenses/445180.json index 0f861e38b3de88ef8e6031a72e094fbe7e25a0cd..4794e7bfae4ab4b472ed8dd9ff650cf4dbd2283d 100644 --- a/landing/lenses/445180.json +++ b/landing/lenses/445180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -707,8 +707,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/445680.json b/landing/lenses/445680.json index b4bd1c4e59dd5d2e484c186a6dce137fddaee349..3d598f86ef4a2379b12e87d6d57b1858f4aca94d 100644 --- a/landing/lenses/445680.json +++ b/landing/lenses/445680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -680,14 +680,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -807,10 +807,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -895,8 +895,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1008,8 +1008,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1037,7 +1037,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446070.json b/landing/lenses/446070.json index 2ed4cc295b6a7e7bb16341114eed6bdb6085380c..88930a6ab5ec4fc5c63719266cb0bd6351ae7f04 100644 --- a/landing/lenses/446070.json +++ b/landing/lenses/446070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -593,14 +593,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -772,8 +772,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -792,7 +792,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -860,10 +860,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -881,8 +881,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -910,7 +910,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446150.json b/landing/lenses/446150.json index 931a577f049cdfc29d127225bfc87538f726b0aa..1c3d595da9e8a4c3ff33ac1356e892cfd72a2949 100644 --- a/landing/lenses/446150.json +++ b/landing/lenses/446150.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-27", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-27", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-27", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/446540.json b/landing/lenses/446540.json index f5d7c150c909ee3703648677547b4f55d97a3dc8..63082ab4346347a1136f283a3232485b54eb6fdb 100644 --- a/landing/lenses/446540.json +++ b/landing/lenses/446540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -707,8 +707,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446840.json b/landing/lenses/446840.json index e3c191ee79135442433d18ef25d67ff04f58344c..a864264910913bc590e623d95f9245049fda5587 100644 --- a/landing/lenses/446840.json +++ b/landing/lenses/446840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -312,13 +312,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -489,14 +489,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -616,10 +616,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -648,8 +648,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -688,7 +688,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -756,10 +756,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -777,8 +777,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -806,7 +806,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448280.json b/landing/lenses/448280.json index db2820df212c57802f9cae5a0f117778c9d11195..bc64107b5f4f3a16669bef2ed0bef73f56ab90df 100644 --- a/landing/lenses/448280.json +++ b/landing/lenses/448280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -991,8 +991,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,10 +1044,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1159,8 +1159,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448710.json b/landing/lenses/448710.json index 8eafbfb63f0b6ca1cefd31f416727d5f154c4d87..4f8580787277482d4e6c1e85aca33d6179cf98ea 100644 --- a/landing/lenses/448710.json +++ b/landing/lenses/448710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -556,14 +556,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -683,10 +683,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -702,8 +702,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -715,8 +715,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -733,10 +733,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -746,7 +746,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -755,7 +755,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -844,8 +844,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -865,7 +865,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -873,7 +873,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448830.json b/landing/lenses/448830.json index 271b1297e406c9adaf613b723c8b98c1195f6c0a..f0afea19bc650f42485dd433dd90f77210b1dc01 100644 --- a/landing/lenses/448830.json +++ b/landing/lenses/448830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023Q4", @@ -40,10 +40,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -236,14 +236,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-12-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -377,8 +377,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -390,7 +390,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-12-17", "period": null, "status": "derived", @@ -408,9 +408,9 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-12-17", "period": null, "status": "observed", @@ -421,7 +421,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -498,10 +498,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -519,8 +519,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -544,10 +544,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -562,10 +562,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -576,7 +576,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -584,7 +584,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -600,7 +600,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -616,7 +616,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448900.json b/landing/lenses/448900.json index c3ae0be6641ee0a532dd1dceed226c27cf61d9f8..31ca88d9649c29e88c925ef4fc97e57daf098a00 100644 --- a/landing/lenses/448900.json +++ b/landing/lenses/448900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450050.json b/landing/lenses/450050.json index d9d5409c7a830a3d0552362253f5a48f9d20e311..f5305393b7ddf3e4c9a132823396651d60ac06db 100644 --- a/landing/lenses/450050.json +++ b/landing/lenses/450050.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-28", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-28", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-28", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/450080.json b/landing/lenses/450080.json index 88552dbbed4b16dc4c766804189495c84d7639f9..9619f6742dea2ea8bad64a6912b7b94dc44f3cc8 100644 --- a/landing/lenses/450080.json +++ b/landing/lenses/450080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -238,13 +238,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -306,7 +306,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -325,7 +325,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -344,7 +344,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -363,7 +363,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -510,7 +510,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.42%). 최근 주가 하락이 반영된 결과", "D/EBITDA 25.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -527,14 +527,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -649,10 +649,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -681,8 +681,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -701,8 +701,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -721,7 +721,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -789,10 +789,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -810,8 +810,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -835,10 +835,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -853,10 +853,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -867,7 +867,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -875,7 +875,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -891,7 +891,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450140.json b/landing/lenses/450140.json index 66cc2cd6605ac464519e80cc879a3621d3a78d0b..4fdd7341b4f1a0a29d702cf3820faecce508c661 100644 --- a/landing/lenses/450140.json +++ b/landing/lenses/450140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -40,10 +40,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -143,7 +143,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -184,7 +184,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -225,7 +225,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -266,7 +266,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -810,7 +810,7 @@ "divergenceExplanation": [ "채무상환능력 축이 76점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 151.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 239.75%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -826,14 +826,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-12-12", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-12-12", "period": "2025", "status": "derived", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025-12-12", "period": "2025", "status": "observed", @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1149,8 +1149,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,10 +1174,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1192,10 +1192,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450330.json b/landing/lenses/450330.json index d2caa8f309dac0d5fc018bce45ce7ba664595aaa..1ea4c0bd82df7c7453fab153d480b11e162b2e69 100644 --- a/landing/lenses/450330.json +++ b/landing/lenses/450330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -558,7 +558,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -788,8 +788,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -901,8 +901,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1152,7 +1152,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1170,8 +1170,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/450520.json b/landing/lenses/450520.json index de7e81e57dae9ea50c8a538afe0d60268a9d523c..e66c9bf8fd8fd514aecc4a2ff7719b68cf2ba404 100644 --- a/landing/lenses/450520.json +++ b/landing/lenses/450520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1332,7 +1332,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1350,8 +1350,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/450940.json b/landing/lenses/450940.json index 1dd6932fa7f0955c095eb5914e01287ce96d6255..39f4a13e44453777dd036ff93e8635a4d69217cf 100644 --- a/landing/lenses/450940.json +++ b/landing/lenses/450940.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-04", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-04", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-04", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/450950.json b/landing/lenses/450950.json index 71ba9f8b522a62a891f1d78e7404a673bcc86476..d303526e00337fe2cca3c72b5538b4fa35fa2c34 100644 --- a/landing/lenses/450950.json +++ b/landing/lenses/450950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -566,14 +566,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -693,10 +693,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -726,7 +726,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -781,8 +781,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -792,7 +792,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -817,7 +817,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -873,10 +873,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -894,8 +894,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -915,7 +915,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -923,7 +923,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1145,7 +1145,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1163,15 +1163,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/451220.json b/landing/lenses/451220.json index 104670afa8844fda95749d5757c7af798bc2d9ca..e849da9e638d56a8e78dd59b5c997ce86f0a6d7c 100644 --- a/landing/lenses/451220.json +++ b/landing/lenses/451220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,14 +771,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -898,10 +898,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -931,7 +931,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -944,7 +944,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -964,8 +964,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -997,7 +997,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1099,8 +1099,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1337,7 +1337,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1355,15 +1355,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/451250.json b/landing/lenses/451250.json index c365e3becfb985ffd0eedbef93cab236f44911c9..7dc1c10ebe02b3945084a021e9839633d13af10c 100644 --- a/landing/lenses/451250.json +++ b/landing/lenses/451250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -820,14 +820,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -947,10 +947,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1148,8 +1148,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/451700.json b/landing/lenses/451700.json index cda3828ceda46dff9afbc60b7282fb85235ee113..6e124d40278dd4a948c84fa553a51a397fe911e3 100644 --- a/landing/lenses/451700.json +++ b/landing/lenses/451700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -316,13 +316,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -493,14 +493,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -615,10 +615,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-15", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -647,7 +647,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-15", "period": null, "status": "derived", @@ -667,7 +667,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-15", "period": null, "status": "observed", @@ -755,10 +755,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -776,8 +776,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -801,10 +801,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -819,10 +819,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -841,7 +841,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -857,7 +857,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -873,7 +873,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/451760.json b/landing/lenses/451760.json index f429e72a87672611f70adb5876f3ffbe4719ba5b..c98404755223b0f393a4e4b0f74288650aed1289 100644 --- a/landing/lenses/451760.json +++ b/landing/lenses/451760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -892,15 +892,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1050,7 +1050,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1059,7 +1059,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,12 +1301,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:321c6a4de913", + "target": "451760", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/452160.json b/landing/lenses/452160.json index a243906b773f6dc9e63312199a1b34a7c747fbae..7594438689df4450fb877f202e3e13a03fa16829 100644 --- a/landing/lenses/452160.json +++ b/landing/lenses/452160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,7 +817,7 @@ "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.34%). 최근 주가 하락이 반영된 결과", "D/EBITDA 113.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -961,10 +961,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1027,8 +1027,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1085,7 +1085,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1141,10 +1141,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1162,8 +1162,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452190.json b/landing/lenses/452190.json index 7adc83d049937f1fb70700fca19075864e7a8b14..ba8e03fffe58eec53b6b677cc1f76f7766752770 100644 --- a/landing/lenses/452190.json +++ b/landing/lenses/452190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -927,8 +927,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,17 +973,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1046,13 +1046,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1061,7 +1061,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452200.json b/landing/lenses/452200.json index c5ab86af3e0e3b025f251350f521c08249caeeee..6bf5d915a36e7af6d2a446be8e0c2a51fbfb1cce 100644 --- a/landing/lenses/452200.json +++ b/landing/lenses/452200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -695,8 +695,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452260.json b/landing/lenses/452260.json index f845ddc1d6ee13e10e1156dc06c70cf3038681d7..3b75f590bd3683c506162b43687acc65e5517863 100644 --- a/landing/lenses/452260.json +++ b/landing/lenses/452260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1149,8 +1149,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,10 +1174,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1192,10 +1192,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452280.json b/landing/lenses/452280.json index 5660514550a56e0de27e875f86508a38dfc55300..e44cdfc0042fbe22155f0a4fdce0d8719fb75517 100644 --- a/landing/lenses/452280.json +++ b/landing/lenses/452280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -707,8 +707,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452300.json b/landing/lenses/452300.json index c440f4321b14c25725e2f707c42e36937cbe80d7..7a1e5f917407657f65c6d017a69575220b0a9820 100644 --- a/landing/lenses/452300.json +++ b/landing/lenses/452300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -367,14 +367,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -655,8 +655,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -676,7 +676,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -684,7 +684,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452400.json b/landing/lenses/452400.json index b41df643f24f968e30c43b40607e204486ccf8ac..2df1d83063ee59b3d423321f02f1a78dd77b1f02 100644 --- a/landing/lenses/452400.json +++ b/landing/lenses/452400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452430.json b/landing/lenses/452430.json index 1444c437574ca94ad646237f427a769baf42741f..f794397938c7654d3bdf0d1bb51ef74ee934f0ed 100644 --- a/landing/lenses/452430.json +++ b/landing/lenses/452430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -707,8 +707,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452450.json b/landing/lenses/452450.json index fc04335e8872eb11e74e85ccff6ce1a753fd6517..550d90122bb94e0863c88abc7f7d39931f613270 100644 --- a/landing/lenses/452450.json +++ b/landing/lenses/452450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -753,8 +753,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452670.json b/landing/lenses/452670.json index 75d2af31fd33f5b03a4c44718579cc2efafecc85..cdc0bfeb3258608952dfaf58f75b99d751e9263b 100644 --- a/landing/lenses/452670.json +++ b/landing/lenses/452670.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-20", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-20", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-20", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/452980.json b/landing/lenses/452980.json index 5dff11d325f96b2c54f2b00a67121665e34b1531..56bab2b4d831ab1340367d42e1b7f4fd4c66bbd5 100644 --- a/landing/lenses/452980.json +++ b/landing/lenses/452980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-06", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-06", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-06", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/453340.json b/landing/lenses/453340.json index 063f00a839afe59843c1e8926065b2c397311be8..d38f41885393a30abcc856bb77c3baad064c63ac 100644 --- a/landing/lenses/453340.json +++ b/landing/lenses/453340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -962,19 +962,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -995,8 +995,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1008,7 +1008,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1028,8 +1028,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1041,17 +1041,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1061,7 +1061,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1114,13 +1114,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1129,7 +1129,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1163,8 +1163,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/453450.json b/landing/lenses/453450.json index 818a610d3d96fb33385ddf6fb59d094996fb43ea..85b081debcf5e4f86d7a2b1a2b509be612e030f4 100644 --- a/landing/lenses/453450.json +++ b/landing/lenses/453450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -570,14 +570,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -697,10 +697,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -743,7 +743,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -763,8 +763,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -785,8 +785,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -821,7 +821,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -898,8 +898,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -914,10 +914,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -932,10 +932,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -946,7 +946,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -954,7 +954,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -962,7 +962,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -978,7 +978,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1290,7 +1290,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1308,8 +1308,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/453860.json b/landing/lenses/453860.json index bbf07303fc5061eedade7754e29b9291dd2439ba..0c69f9a4d7f5244215b1f66f7aaa2009c91b8eae 100644 --- a/landing/lenses/453860.json +++ b/landing/lenses/453860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -707,8 +707,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/454910.json b/landing/lenses/454910.json index b44208972ecd2ddfc93f75ad5ad41bc083e1c0f4..0ec5cdc7b023b52cc426b12746c87e148e137673 100644 --- a/landing/lenses/454910.json +++ b/landing/lenses/454910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -679,14 +679,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -806,10 +806,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -825,8 +825,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -838,8 +838,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -856,10 +856,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -869,7 +869,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -878,7 +878,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -946,10 +946,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -967,8 +967,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -988,7 +988,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -996,7 +996,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455180.json b/landing/lenses/455180.json index 5cee23ac863d61f75c31fa1c1197577686b49c3e..d7bd835f3fc344bba8b6ab592c2bce3e9632c02f 100644 --- a/landing/lenses/455180.json +++ b/landing/lenses/455180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -527,8 +527,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -558,10 +558,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -669,8 +669,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -685,10 +685,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -703,10 +703,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455250.json b/landing/lenses/455250.json index 10b2c85034d3bda6fe0989db292ed729df35fc59..da6a915d52c95065037ce5f3f988ad320356a34e 100644 --- a/landing/lenses/455250.json +++ b/landing/lenses/455250.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-27", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-27", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-01-27", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/455310.json b/landing/lenses/455310.json index bd834d8a0e942402efa9fd91ab96ec8d4211d409..df9c35d6ec1fdc54414d60a69db3d9482217f0ff 100644 --- a/landing/lenses/455310.json +++ b/landing/lenses/455310.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-14", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-14", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-14", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/455900.json b/landing/lenses/455900.json index 550046c20113cb4e2d927d4bda72a59511f0d140..667cd796c732efaed44cc3fe62475c015addb252 100644 --- a/landing/lenses/455900.json +++ b/landing/lenses/455900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -403,14 +403,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -530,10 +530,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -582,8 +582,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -602,7 +602,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -691,8 +691,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455910.json b/landing/lenses/455910.json index 85f9f439acf333d6b10f5bb4f2665782d154dfa9..00191510a3c57b879ef77045cdcf2866f7bb2477 100644 --- a/landing/lenses/455910.json +++ b/landing/lenses/455910.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-03", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-03", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-03", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/456010.json b/landing/lenses/456010.json index 88636127c0834481862ca43ec1b9098a4503a9d2..734d97e4a5b5f30694f32af3c38f7916bf68c166 100644 --- a/landing/lenses/456010.json +++ b/landing/lenses/456010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -304,13 +304,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -493,14 +493,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -620,10 +620,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -639,8 +639,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -652,8 +652,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -670,10 +670,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -683,7 +683,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -692,7 +692,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -760,10 +760,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -781,8 +781,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456040.json b/landing/lenses/456040.json index 25ef1090517f89594911adff97a15defc6843f5e..22f41a8211f08f9915fc1912b766c85e11a84d8b 100644 --- a/landing/lenses/456040.json +++ b/landing/lenses/456040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1159,8 +1159,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,10 +1175,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1193,10 +1193,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456070.json b/landing/lenses/456070.json index 86143249571f0abf216db2b7b5b858669e4792a2..976b30084d420516c552183c51baa31d312ecd5a 100644 --- a/landing/lenses/456070.json +++ b/landing/lenses/456070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,8 +679,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456160.json b/landing/lenses/456160.json index b831973deed42c55d6ce96fa6a1178f2e413ea2b..f1c361c9850e5d7858c8bba9d18fdf6cebc271ff 100644 --- a/landing/lenses/456160.json +++ b/landing/lenses/456160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,8 +679,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456490.json b/landing/lenses/456490.json index fa79b0584ac750740ee946dfb9aaf9c90cb2de6e..a507801888f92c720e6d855c0965e9335ba7ac77 100644 --- a/landing/lenses/456490.json +++ b/landing/lenses/456490.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-02-09", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-02-09", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-02-09", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/457190.json b/landing/lenses/457190.json index 48b31c651e07779a337705576bf4e9336f1b54f3..2d5b99c5e0c180fd78d559a47113009ade063706 100644 --- a/landing/lenses/457190.json +++ b/landing/lenses/457190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -718,8 +718,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -731,8 +731,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -749,10 +749,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -762,7 +762,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -771,7 +771,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -839,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -860,8 +860,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -876,10 +876,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -894,10 +894,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -908,7 +908,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -940,7 +940,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457370.json b/landing/lenses/457370.json index dc4a2d6f6b3b83c4f056c2d644bb5bacc927eaf6..7805dabbd30b03c644e2cc12d53414af57be039f 100644 --- a/landing/lenses/457370.json +++ b/landing/lenses/457370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -695,8 +695,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457550.json b/landing/lenses/457550.json index be4e71310b67d42fdd2d4c5dcc6e3930496c8f76..39df3acebfc73c9ddd31e7a8736dff65db8a2683 100644 --- a/landing/lenses/457550.json +++ b/landing/lenses/457550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -707,8 +707,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457600.json b/landing/lenses/457600.json index 69205910f5b756c8932d9e9d3bdde026e758aeb3..8e79f7d13048ccbe97475f0cba3d2ab79e19a853 100644 --- a/landing/lenses/457600.json +++ b/landing/lenses/457600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -753,8 +753,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457630.json b/landing/lenses/457630.json index 51f379b3e55a6f65d8d82ae42cf306cd8f0d1cd8..af474ff200f7fc7d3268ae9147c7a3787c21d584 100644 --- a/landing/lenses/457630.json +++ b/landing/lenses/457630.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-14", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-14", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-14", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/457940.json b/landing/lenses/457940.json index 2547a50a4e1ff47bc1f030a613fbcea82b600231..1f1e9060f5995a6d0bedf79a3bc3152bfc8f7093 100644 --- a/landing/lenses/457940.json +++ b/landing/lenses/457940.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-13", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-13", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-03-13", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/458350.json b/landing/lenses/458350.json index 5df7be1e39b8b437cebdadbe30e52967d422745e..125892a35d88607ac1728fd57ab76370b985bfb1 100644 --- a/landing/lenses/458350.json +++ b/landing/lenses/458350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/458610.json b/landing/lenses/458610.json index a487929277c397389bea4c50c980a95a0329f1b4..ca1f0e251957992da2436d0b69fe0d2617e7bf0c 100644 --- a/landing/lenses/458610.json +++ b/landing/lenses/458610.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-02", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-02", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-02", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/458650.json b/landing/lenses/458650.json index bd710d87376ed43cf9bd1edd40065870ac480b8e..3917d23a170a5834708569e17709d09c77fb4a7b 100644 --- a/landing/lenses/458650.json +++ b/landing/lenses/458650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -754,8 +754,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/458870.json b/landing/lenses/458870.json index 59d7581497018385758687a1ee488be787525bd9..4736fb2a487c0a4ce279af6e549075553e2a7e74 100644 --- a/landing/lenses/458870.json +++ b/landing/lenses/458870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -695,8 +695,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459100.json b/landing/lenses/459100.json index fa20e00c7b59cf28f93cf5d3cfd3fef9313e5154..35de8dc8073f30868f7fbdc79002f03c50983465 100644 --- a/landing/lenses/459100.json +++ b/landing/lenses/459100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459510.json b/landing/lenses/459510.json index b8585b2e1ca2d6d6b74c3e0bbdbb8b08b01b29ac..fe68e91e18cd6f29b6d9c74cdf7b8dec3cfe4b6e 100644 --- a/landing/lenses/459510.json +++ b/landing/lenses/459510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459550.json b/landing/lenses/459550.json index d54ba85682a4f5248286ca3e07b7480c7784bd17..0cc9715d1814b5151af65d4a8ca2d272e7f2cf84 100644 --- a/landing/lenses/459550.json +++ b/landing/lenses/459550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460470.json b/landing/lenses/460470.json index 2aa66ca1249afe81b288f4b6063161684f65019b..ceaeb0df7ba930a58c640ccefc95feefe126e7dc 100644 --- a/landing/lenses/460470.json +++ b/landing/lenses/460470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,8 +679,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460850.json b/landing/lenses/460850.json index cae2f383410ce2bd9fb93d667f6c822feefc378d..73aa1afa66dd9f3da440794d01353a4b08e48e89 100644 --- a/landing/lenses/460850.json +++ b/landing/lenses/460850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -304,13 +304,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -372,7 +372,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -391,7 +391,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -410,7 +410,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -429,7 +429,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,14 +584,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -711,10 +711,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -730,8 +730,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -743,8 +743,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -761,10 +761,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -774,7 +774,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -783,7 +783,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -872,8 +872,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460860.json b/landing/lenses/460860.json index 7867b86e2e7fedefad44a28f544fe0be38c3e02d..46c327e9a9ea690921b05fcd5a637914586107c3 100644 --- a/landing/lenses/460860.json +++ b/landing/lenses/460860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,8 +750,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -859,8 +859,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,7 +880,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -888,7 +888,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460870.json b/landing/lenses/460870.json index 07be01c60ad92487c7a64952348580c44e14d5ef..36ea467d689975662a220cde140de5892885c1d8 100644 --- a/landing/lenses/460870.json +++ b/landing/lenses/460870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460930.json b/landing/lenses/460930.json index 9bedc4629e1ed3eecffdc9ac76b2c81094c82231..7a3ba79974493e1593ce67347fd2d7c1f3f3c962 100644 --- a/landing/lenses/460930.json +++ b/landing/lenses/460930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -949,19 +949,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1028,17 +1028,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1107,7 +1107,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1116,7 +1116,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1150,8 +1150,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,10 +1175,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:06931c89496f", + "target": "460930", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/460940.json b/landing/lenses/460940.json index e9a9531d63af8b91a3855ac5c5233c03bf099514..cee75128601418731388e6e4e09302c978411196 100644 --- a/landing/lenses/460940.json +++ b/landing/lenses/460940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,8 +679,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/461030.json b/landing/lenses/461030.json index 4959477d98baa957e9fae10ca1b76f8548618fe6..e2bc1e477f3779612ab54d911f9a21d152b18c60 100644 --- a/landing/lenses/461030.json +++ b/landing/lenses/461030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -695,8 +695,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/461300.json b/landing/lenses/461300.json index 89dc6d934b1e31199e48b3add59c6a4672977913..cdfc10904a274bcc6b0811c1af7cc58e33e54b77 100644 --- a/landing/lenses/461300.json +++ b/landing/lenses/461300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -695,8 +695,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462020.json b/landing/lenses/462020.json index 8549bc7dffe8a8e84964fca859e9c966926d3c19..f78fa4a134494be9ba37e189626aaf56805a6af0 100644 --- a/landing/lenses/462020.json +++ b/landing/lenses/462020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-18", "period": null, "status": "derived", @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-18", "period": null, "status": "observed", @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -666,8 +666,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462310.json b/landing/lenses/462310.json index c45c3af602f7dd9b3e2c95adbb58805e7986d88f..bd216967e6d41f009845a066ab322220bb613316 100644 --- a/landing/lenses/462310.json +++ b/landing/lenses/462310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462350.json b/landing/lenses/462350.json index 26939b34b93670e56c6e18ada54738ac97a6d972..b4ce1af974a17fe81aa9d144d482e62bdbcaf9b7 100644 --- a/landing/lenses/462350.json +++ b/landing/lenses/462350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -418,13 +418,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -486,7 +486,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -505,7 +505,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -524,7 +524,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -543,7 +543,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,14 +692,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -819,19 +819,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -852,8 +852,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -865,7 +865,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -885,8 +885,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -898,17 +898,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -918,7 +918,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -943,7 +943,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -977,7 +977,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -986,7 +986,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1020,8 +1020,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1041,7 +1041,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1049,7 +1049,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462510.json b/landing/lenses/462510.json index 71b5d1a45cc6939cdc6feaaabd1f3edf4cf0675b..b810a7b0584b1cd417fd33e98bfd5df9f8ec38f5 100644 --- a/landing/lenses/462510.json +++ b/landing/lenses/462510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,8 +679,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462520.json b/landing/lenses/462520.json index 774f597a97405317caef9fe13c21409f59521a77..7adcb6ae9fb7d221cc78e45a5b7bef42da4f1dd3 100644 --- a/landing/lenses/462520.json +++ b/landing/lenses/462520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -957,10 +957,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -990,8 +990,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1043,10 +1043,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1056,7 +1056,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1158,8 +1158,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462860.json b/landing/lenses/462860.json index b47a78b0b9592dd709674fad15309534c2502a6b..5faf8b8e0fe508822ce3f3599f05bd3a379a516a 100644 --- a/landing/lenses/462860.json +++ b/landing/lenses/462860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -587,10 +587,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -606,8 +606,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -619,8 +619,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -637,10 +637,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -650,7 +650,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -659,7 +659,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -727,10 +727,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -748,8 +748,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -773,10 +773,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -791,10 +791,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -805,7 +805,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -813,7 +813,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -829,7 +829,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -845,7 +845,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462870.json b/landing/lenses/462870.json index 7b71ef4dd495004351e7452a25fcb623e1d4202f..c5dad059fc2c3caed34714ac3c93c24537178e59 100644 --- a/landing/lenses/462870.json +++ b/landing/lenses/462870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,8 +679,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462980.json b/landing/lenses/462980.json index 5ca90cd05f03b01c886d08fe5fad7b53e79e0b24..960ec7047b678ba0dfedf201c060b90264a41301 100644 --- a/landing/lenses/462980.json +++ b/landing/lenses/462980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -609,7 +609,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -622,8 +622,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,8 +642,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -653,7 +653,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -662,7 +662,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -751,8 +751,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -772,7 +772,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -780,7 +780,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/463020.json b/landing/lenses/463020.json index fde945b584bd71543184bfcd2764259d51137f7b..6f3bb19910271ab8ade3732dd6dacd495398f8f8 100644 --- a/landing/lenses/463020.json +++ b/landing/lenses/463020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/463480.json b/landing/lenses/463480.json index 63cd17c32208a28c4786cb6b886a2f247c29d0a1..57dd5960d6b858825c377516a6738300e87a3f11 100644 --- a/landing/lenses/463480.json +++ b/landing/lenses/463480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -596,8 +596,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -627,10 +627,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -640,7 +640,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -738,8 +738,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464080.json b/landing/lenses/464080.json index b34cbe592ae3da83e78398b99aa26281f9a402e1..a7aa3b74e96f65bd87087abbc4e08fb77a42e5ac 100644 --- a/landing/lenses/464080.json +++ b/landing/lenses/464080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -695,8 +695,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464280.json b/landing/lenses/464280.json index 512970c50bd9dca252ddb7762d2c8f5ff92d8f6a..847a07f5f446b74ca1fd3e37165661c3dc3a70cd 100644 --- a/landing/lenses/464280.json +++ b/landing/lenses/464280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -695,8 +695,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464440.json b/landing/lenses/464440.json index 0ef51d77d67b9a974b7e553b4dca363fdb74f617..b816c4d4a58feed2d97d542c17d21ebf746bfabb 100644 --- a/landing/lenses/464440.json +++ b/landing/lenses/464440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-17", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-17", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464490.json b/landing/lenses/464490.json index 883ae5083ae2c7868e6e698ad607d5d46e7453fc..93e4efb19dc92643508297b6416e0cbbb4cafd5e 100644 --- a/landing/lenses/464490.json +++ b/landing/lenses/464490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -97,7 +97,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -119,7 +119,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024Q4", "status": "derived", @@ -140,7 +140,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024Q4", "status": "derived", @@ -391,13 +391,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -562,14 +562,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -689,10 +689,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -735,7 +735,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -755,8 +755,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -777,8 +777,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -813,7 +813,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -869,10 +869,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -890,8 +890,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -911,7 +911,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464500.json b/landing/lenses/464500.json index 7a47282743343ad50b57ffcfc878615a979e724b..60e9d5a5081a7e7c0f597ab9acc8873e15d003e3 100644 --- a/landing/lenses/464500.json +++ b/landing/lenses/464500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -569,14 +569,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -696,10 +696,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -729,7 +729,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -742,7 +742,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -762,8 +762,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -784,8 +784,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -820,7 +820,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -897,8 +897,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,10 +922,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -944,7 +944,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -960,7 +960,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464580.json b/landing/lenses/464580.json index 49c468fbac1c38a5f6828edde22ada1211f13472..c5ad3f69476c5dcaef71c64b9dca29b81e1aaa2f 100644 --- a/landing/lenses/464580.json +++ b/landing/lenses/464580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464680.json b/landing/lenses/464680.json index 21e5da325c52b78d46ad6a3deba641fe6895c532..c00960154380f8b1936c9c807cfa35eb305e8201 100644 --- a/landing/lenses/464680.json +++ b/landing/lenses/464680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-08", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-08", "period": null, "status": "derived", @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-08", "period": null, "status": "observed", @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -666,8 +666,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465320.json b/landing/lenses/465320.json index f30f291b264283bf68dcbe49a76b5e2ed2b288dc..8c198e7b4dd983b1202a5a9c45963c72bc1754fc 100644 --- a/landing/lenses/465320.json +++ b/landing/lenses/465320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-14", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-14", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-14", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-14", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465480.json b/landing/lenses/465480.json index 3c95d382e95707ec1dd681906241ae846f44c6f3..373cd457f3f7a42ffb471a4f3ca99f55373328f8 100644 --- a/landing/lenses/465480.json +++ b/landing/lenses/465480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465770.json b/landing/lenses/465770.json index e8f2c8b17df8fb55ce215403361c3a6c92446e6d..77b37f191b82d3d8752869ff4b0b9f6daed6e2f6 100644 --- a/landing/lenses/465770.json +++ b/landing/lenses/465770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -770,14 +770,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -897,19 +897,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -930,8 +930,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -943,7 +943,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -963,8 +963,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -976,17 +976,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -996,7 +996,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1055,7 +1055,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1064,7 +1064,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1077,10 +1077,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1098,8 +1098,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,10 +1114,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466100.json b/landing/lenses/466100.json index f79baa61146da4fb971fccb27daa05a1c523cc0a..57fbeeb0fb5216b2d9201598ae42bf5378c32095 100644 --- a/landing/lenses/466100.json +++ b/landing/lenses/466100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466410.json b/landing/lenses/466410.json index a1caafc3d8c9b81102514e66726bbb1ed8655c1e..8ac7e2a61243a1dd219a3cce99f61a54f9616bbd 100644 --- a/landing/lenses/466410.json +++ b/landing/lenses/466410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466690.json b/landing/lenses/466690.json index 589fcec478e6043800db2d3d5eb4f4361d738ebc..689c20c5289cdb30eca59922ed5a114bef0f962d 100644 --- a/landing/lenses/466690.json +++ b/landing/lenses/466690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -655,8 +655,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466910.json b/landing/lenses/466910.json index 4b7e79ba2e68253c9c7e67eb32a1704450e8f2fb..f13e6152f75ba20e122e3d25889378580cc3be56 100644 --- a/landing/lenses/466910.json +++ b/landing/lenses/466910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -42,10 +42,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025Q4", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -411,14 +411,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -533,10 +533,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-22", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -565,7 +565,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-22", "period": null, "status": "derived", @@ -585,7 +585,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-04-22", "period": null, "status": "observed", @@ -673,10 +673,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -694,8 +694,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -719,10 +719,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -737,10 +737,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -791,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/467930.json b/landing/lenses/467930.json index 5e3dbd4ec8af53ba5ffb007022775a4f2b774e8b..a9ff030d808d64195d602244fe2abdf00dd749b5 100644 --- a/landing/lenses/467930.json +++ b/landing/lenses/467930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-27", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-27", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-27", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/468530.json b/landing/lenses/468530.json index 5311e390fc2c81aacc3dacf86844940b600869b7..3e01bda4d1ffb76e3d971755de1c908d9936cd85 100644 --- a/landing/lenses/468530.json +++ b/landing/lenses/468530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/468760.json b/landing/lenses/468760.json index 6e3ad9645e979a937f2bb58eb434658f9b280a79..7ac6b25a33bab956a7aaaeb807fff4c57ca5264d 100644 --- a/landing/lenses/468760.json +++ b/landing/lenses/468760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -541,10 +541,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-30", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-30", "period": null, "status": "derived", @@ -593,7 +593,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-30", "period": null, "status": "observed", @@ -681,10 +681,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -702,8 +702,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -727,10 +727,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -745,10 +745,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469480.json b/landing/lenses/469480.json index 364a4760c72038f2845dd01a55d3793b19ad0ca2..f3acc776b8b5ab1157201fb101f4a1b1bdee198d 100644 --- a/landing/lenses/469480.json +++ b/landing/lenses/469480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-19", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-19", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-06-19", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469610.json b/landing/lenses/469610.json index e9592fd5452a00c1d301e8faabee1f54cbc426fc..c50041ab9bdcd07153fc0c09ef7ffdff9ed7a7f5 100644 --- a/landing/lenses/469610.json +++ b/landing/lenses/469610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469750.json b/landing/lenses/469750.json index 2af2edc2be15bf52e6cbae2adbf8011f44b9eb52..22789fe985495a5875680368030fec151acdb1a5 100644 --- a/landing/lenses/469750.json +++ b/landing/lenses/469750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-08", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -550,7 +550,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-08", "period": null, "status": "derived", @@ -570,7 +570,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-08", "period": null, "status": "observed", @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -679,8 +679,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469880.json b/landing/lenses/469880.json index cf8b30eeafe05c1f65f25cecceda893e6fa8a9ed..e90239c539f41a1d67fbbf44a1aef06eefb41e87 100644 --- a/landing/lenses/469880.json +++ b/landing/lenses/469880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-30", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-30", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-30", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469900.json b/landing/lenses/469900.json index 0aa444baf4929d0b68fd26c0b0bedc85752508f3..5bb6658e20a75c27ef76fb7ae46d5ffb45322434 100644 --- a/landing/lenses/469900.json +++ b/landing/lenses/469900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/471050.json b/landing/lenses/471050.json index be8c1e4604fa47553dfcd3d684b8cc3a0fd29a41..2359f524527aecf3e371e86cc7bd8b850ec17263 100644 --- a/landing/lenses/471050.json +++ b/landing/lenses/471050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-31", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-31", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-31", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/471820.json b/landing/lenses/471820.json index e080262e18200a593ba9594b2b899993a82cd632..5cb6e7bd8a830507ac830f05d66691fd5463ecb3 100644 --- a/landing/lenses/471820.json +++ b/landing/lenses/471820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472220.json b/landing/lenses/472220.json index 461867f093fa871c7ac20df4f69ed7e2abe98058..414693b9dd19c2fef9b06d675dd445f1b72173da 100644 --- a/landing/lenses/472220.json +++ b/landing/lenses/472220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -403,14 +403,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -525,10 +525,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-10", "period": null, "status": "derived", @@ -577,7 +577,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-10", "period": null, "status": "observed", @@ -665,10 +665,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -686,8 +686,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -711,10 +711,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -729,10 +729,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472230.json b/landing/lenses/472230.json index f098ff29112ded5975731d63e90c46bb2ff9354d..55f3a5444d1c0860007691c242dbb894ee2539a7 100644 --- a/landing/lenses/472230.json +++ b/landing/lenses/472230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472850.json b/landing/lenses/472850.json index ee9e75951d7bd0b25b69f0b412056fe7e425ddd0..611a142e5beea30535d30687b06a8ec275e5f78b 100644 --- a/landing/lenses/472850.json +++ b/landing/lenses/472850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -550,18 +550,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 18.34, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 16.79, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,14 +745,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 18.34, + "score": 16.79, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 19.87, + "grade": "dCR-A-", + "score": 18.09, "assumptions": { "scenarioStress": "moderate" } @@ -768,11 +768,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -813,7 +808,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -828,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -955,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1001,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1021,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1043,8 +1038,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1135,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1156,8 +1151,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473000.json b/landing/lenses/473000.json index eaa25fd7871a114acf7e703d41effd56c14c418c..6c73ef724d9441eab908082f98180ad621cbb1c6 100644 --- a/landing/lenses/473000.json +++ b/landing/lenses/473000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -666,8 +666,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473050.json b/landing/lenses/473050.json index 64ca86caf783d34d92056d6582f3801da4430570..8946fec01468de82ada35b41638960ecd4127e5f 100644 --- a/landing/lenses/473050.json +++ b/landing/lenses/473050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473950.json b/landing/lenses/473950.json index d7e29155d0556a8a9215195c563971ac30fccabf..3c34c8c0967be3338128362157da9b660b19959d 100644 --- a/landing/lenses/473950.json +++ b/landing/lenses/473950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -666,8 +666,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473980.json b/landing/lenses/473980.json index 05a39f76d524149cc6398da1832bfe4e16fdd6bb..e9ba00937069b383d5e70019ad27bbb0467e424c 100644 --- a/landing/lenses/473980.json +++ b/landing/lenses/473980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -753,8 +753,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474170.json b/landing/lenses/474170.json index 98e9df604e3691a32972204ad0d08bf457a5f22f..3ac7d837fec36f1b1fafca3c277524cc5c3dee1d 100644 --- a/landing/lenses/474170.json +++ b/landing/lenses/474170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474490.json b/landing/lenses/474490.json index f62503ace2753828660487ee2e1f0a100b3a0e05..2555c196c0e6d53d0f0f0431cc22bde47aa182d2 100644 --- a/landing/lenses/474490.json +++ b/landing/lenses/474490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474610.json b/landing/lenses/474610.json index ccbbe6abf18cd8bfc9713b681efa178114575ba2..8105a6ce96768a61f0ed7ca81e3576be91e43538 100644 --- a/landing/lenses/474610.json +++ b/landing/lenses/474610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474650.json b/landing/lenses/474650.json index 72f13c8a7da77728cf5c558cbd9aa303e18e7eac..43ead77ff5caef3d75053bf388e3bffaea7403e8 100644 --- a/landing/lenses/474650.json +++ b/landing/lenses/474650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -97,7 +97,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -119,7 +119,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024Q4", "status": "derived", @@ -140,7 +140,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024Q4", "status": "derived", @@ -391,13 +391,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -562,14 +562,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -689,10 +689,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -721,8 +721,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -741,8 +741,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -761,7 +761,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -829,10 +829,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -850,8 +850,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -871,7 +871,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -879,7 +879,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474660.json b/landing/lenses/474660.json index 1a82bf18be4ce74c17a8fa40aff80eea6d7d05c4..c7eaa5e12e7c87462af2a0fb97034d9dd39b17b3 100644 --- a/landing/lenses/474660.json +++ b/landing/lenses/474660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474930.json b/landing/lenses/474930.json index 11ed008c028fbf09730dfe6913ede0812a0e0758..1b54a07f0a249b55dbf7d0702eb7b336d84a7f65 100644 --- a/landing/lenses/474930.json +++ b/landing/lenses/474930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -666,8 +666,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475040.json b/landing/lenses/475040.json index dda64ea53a32e57184f179f7c02af760f5af625f..16ec8c6d4a8426a98b2cf477361d1c3d55b03b61 100644 --- a/landing/lenses/475040.json +++ b/landing/lenses/475040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -695,19 +695,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -728,8 +728,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -741,7 +741,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -761,8 +761,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -774,17 +774,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -819,7 +819,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -847,13 +847,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -862,7 +862,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -875,10 +875,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -896,8 +896,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -921,10 +921,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -939,10 +939,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -953,7 +953,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -961,7 +961,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -977,7 +977,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -993,7 +993,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475150.json b/landing/lenses/475150.json index 3d9ceac728a4467b3aedc289ba60f47a2473cc18..e357ec0fd586b3e27e68cc0ec44fcda88b6c2d67 100644 --- a/landing/lenses/475150.json +++ b/landing/lenses/475150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1108,7 +1108,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1151,8 +1151,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1359,12 +1359,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8341518d7c2a", + "target": "475150", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/475230.json b/landing/lenses/475230.json index f549e27413f044c08f5924debbbe054a2bd0c9d5..a184d79b8ff4975026f1c1607b7f7b2b7ee1f1c4 100644 --- a/landing/lenses/475230.json +++ b/landing/lenses/475230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -669,8 +669,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475240.json b/landing/lenses/475240.json index 7403931ed3f887bd2fc26c981527a48369b6141a..e7ba46b3448074455a386c61878eea77d80de837 100644 --- a/landing/lenses/475240.json +++ b/landing/lenses/475240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475250.json b/landing/lenses/475250.json index 483a77fc3b5d1552e93f4842524f7cb43c47c7c5..06e742a87b6fbd9203326fc6a0996accff41afc4 100644 --- a/landing/lenses/475250.json +++ b/landing/lenses/475250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -666,8 +666,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475400.json b/landing/lenses/475400.json index 14fa1fbc0361acaab39d94300a8cbb71ddc5e3f3..cab5b08231526adbcc4be3b9f6cea68382f921d9 100644 --- a/landing/lenses/475400.json +++ b/landing/lenses/475400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -754,8 +754,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475430.json b/landing/lenses/475430.json index f741e0234bce6c13e3bbcb960f5aa9cc09b8bcd2..1100c22d8252b4d5c71236e08cb414f08aa34b63 100644 --- a/landing/lenses/475430.json +++ b/landing/lenses/475430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475460.json b/landing/lenses/475460.json index 1e698e116d9f674751c9c5797e9632425b5064b9..233a4903cd06c4575de6260ba1f1bcda770a2f28 100644 --- a/landing/lenses/475460.json +++ b/landing/lenses/475460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -753,8 +753,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475560.json b/landing/lenses/475560.json index 7098e6829c3a22938f60424ce2783ac3550012a2..8934e34f4b995b0225529aba6aaf0646db2ed979 100644 --- a/landing/lenses/475560.json +++ b/landing/lenses/475560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -754,8 +754,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -779,10 +779,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475580.json b/landing/lenses/475580.json index 7d81388b733fd83da741092ceca7fa1a78c081a1..c95dd940930639797c35ee7fa0ee90b10d491682 100644 --- a/landing/lenses/475580.json +++ b/landing/lenses/475580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -609,8 +609,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -622,8 +622,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -640,10 +640,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -653,7 +653,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -662,7 +662,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -751,8 +751,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -772,7 +772,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -780,7 +780,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475660.json b/landing/lenses/475660.json index 32f8c7c3deaa73bb86651f6aab64cbb6443cc14c..4371d01b8533b6dd2e85bb4d7bc1a3fe346e375d 100644 --- a/landing/lenses/475660.json +++ b/landing/lenses/475660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475830.json b/landing/lenses/475830.json index acb40114ed3c51bba52bae347a1ab60df831e809..fc50e8f13c47c14605ef35467ec1d485d470af41 100644 --- a/landing/lenses/475830.json +++ b/landing/lenses/475830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -754,8 +754,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475960.json b/landing/lenses/475960.json index cab2bd95c1b5e9eb5b77d30683e7176c6f9e1b07..21dcc5165df189baf40d867e927de73d37be9b15 100644 --- a/landing/lenses/475960.json +++ b/landing/lenses/475960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -754,8 +754,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476040.json b/landing/lenses/476040.json index 81e94faf68e1e2c49cc7d984319fe52c7fc8be29..2714d38e2242816ef432f580ea73124bff3edf1b 100644 --- a/landing/lenses/476040.json +++ b/landing/lenses/476040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -669,8 +669,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476060.json b/landing/lenses/476060.json index 5e706e72e08e4cafc296959f2b1e32d1efe6eeaf..5e815167fe0466f87ba3b6af072b4b49ea1a7105 100644 --- a/landing/lenses/476060.json +++ b/landing/lenses/476060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476080.json b/landing/lenses/476080.json index a822f3013952a13f367882d0bca6110b3d88b412..ceb3abf03257fe3cf87356f4cc3fe07d7a6e8bb1 100644 --- a/landing/lenses/476080.json +++ b/landing/lenses/476080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -231,13 +231,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -413,14 +413,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -540,19 +540,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -573,8 +573,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -586,7 +586,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -606,8 +606,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -619,17 +619,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -639,7 +639,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -698,7 +698,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -707,7 +707,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -741,8 +741,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -762,7 +762,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -984,12 +984,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0d0a6e26fd9f", + "target": "476080", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/476830.json b/landing/lenses/476830.json index 9ebc0eadf502ca0fbcf6a2b24a384e10dca15775..cfed64748fd505d8c7c3bb28264601564f7d067d 100644 --- a/landing/lenses/476830.json +++ b/landing/lenses/476830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -418,13 +418,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -607,14 +607,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -753,7 +753,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -786,8 +786,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -797,7 +797,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -806,7 +806,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -895,8 +895,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477340.json b/landing/lenses/477340.json index a0cd829998b54d2363a13049a787d646c7925536..6e7a4dfa1e33283f65f8e6c0c04ceb837c36a493 100644 --- a/landing/lenses/477340.json +++ b/landing/lenses/477340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -655,8 +655,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477380.json b/landing/lenses/477380.json index 7cff0b34af84885cfc79fccee0d48f5466117258..97028edc869c3d4b91df709106d150107ad4b941 100644 --- a/landing/lenses/477380.json +++ b/landing/lenses/477380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -565,8 +565,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -674,8 +674,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477470.json b/landing/lenses/477470.json index 23dc617d43e932970cccc35feafe6e32c86fb882..123b95f64cbf611b8f579d01676cd8d0856f3f67 100644 --- a/landing/lenses/477470.json +++ b/landing/lenses/477470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -532,8 +532,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -563,10 +563,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -674,8 +674,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477760.json b/landing/lenses/477760.json index 07206f5ef0f341d649475bc1c854fcfc4897c337..0a05e6e95b16992c57db57bcad1eab13b581b6a9 100644 --- a/landing/lenses/477760.json +++ b/landing/lenses/477760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -532,8 +532,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -563,10 +563,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -674,8 +674,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477850.json b/landing/lenses/477850.json index 3910b72b875b5a450564bce6d88295aae3520bd9..9d2d378a048ee2da06594decd51e8391514e20f1 100644 --- a/landing/lenses/477850.json +++ b/landing/lenses/477850.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -410,7 +410,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -552,8 +552,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/478110.json b/landing/lenses/478110.json index eb9cb28cb0f9d2844700577113082c2d835b136c..545d33a315e19ff6a9ac2ecc34ef98c8e6d2c857 100644 --- a/landing/lenses/478110.json +++ b/landing/lenses/478110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -532,8 +532,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -563,10 +563,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -674,8 +674,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478340.json b/landing/lenses/478340.json index d8b4171b296df87a3cd1cc602855d52cb5773536..20b899761b8a0591ee25a656b6e41621bdac818b 100644 --- a/landing/lenses/478340.json +++ b/landing/lenses/478340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478390.json b/landing/lenses/478390.json index 224daf45392ac1accc84f3667ad670b73633e3c7..4d280f9455a3c8a35daf964dcfea165490145a27 100644 --- a/landing/lenses/478390.json +++ b/landing/lenses/478390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -666,8 +666,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478440.json b/landing/lenses/478440.json index a93923f2f6495c95ea0634e6f096af962d99fc6f..a3c31bb4538d719172538653b0739d6f4d73c12a 100644 --- a/landing/lenses/478440.json +++ b/landing/lenses/478440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -532,8 +532,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -563,10 +563,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -674,8 +674,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478560.json b/landing/lenses/478560.json index e76d561515c7f84795cc11345fb002c90819d550..3df4926fb4a1ea488e1482c1b0b4166005c961c3 100644 --- a/landing/lenses/478560.json +++ b/landing/lenses/478560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -669,8 +669,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/479880.json b/landing/lenses/479880.json index 70b14f66ce6a7cc46d07a92609a601bad6e0ebc5..7a72e37c748e87c66a8b158d2315a7460d8f1dde 100644 --- a/landing/lenses/479880.json +++ b/landing/lenses/479880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/479960.json b/landing/lenses/479960.json index ce20cbcbd664da6e2188763df3c6c79e11868c69..7452918cd7cf76ce32b24e99bb5ffe96bf19a2b0 100644 --- a/landing/lenses/479960.json +++ b/landing/lenses/479960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/480370.json b/landing/lenses/480370.json index ffa0f5e46e4dd2a71fad31b240d4561dda0b3085..ffc8d19f9f5ea4b1fce30732d84792c5569cef22 100644 --- a/landing/lenses/480370.json +++ b/landing/lenses/480370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -753,8 +753,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/481070.json b/landing/lenses/481070.json index 3e6091256f6c9d168cbd6ab12fb88c64628ea79a..3066cda37a81754a0cac9da6951bf76108f05d45 100644 --- a/landing/lenses/481070.json +++ b/landing/lenses/481070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -612,7 +612,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -754,8 +754,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/481890.json b/landing/lenses/481890.json index 74cd0af520079d022f67d19aeeb21a5a68c1ebb1..e00a6b5a98be3f2ad39542fb378275511f83b295 100644 --- a/landing/lenses/481890.json +++ b/landing/lenses/481890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -529,10 +529,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -548,8 +548,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -561,8 +561,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -579,10 +579,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -592,7 +592,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -601,7 +601,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -690,8 +690,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -715,10 +715,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -733,10 +733,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -787,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482520.json b/landing/lenses/482520.json index a49ddcac1323a906d5e83edac24fd4f09f5cbed4..d4b9f32c112164b0c90a14fd3c100f45cd3849da 100644 --- a/landing/lenses/482520.json +++ b/landing/lenses/482520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -655,8 +655,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482630.json b/landing/lenses/482630.json index 7a2061ae11b7e2fcd87e112493e5bc84af0481c3..f9d3eebf437f7b93cbe59b786fdf39ce0c78866d 100644 --- a/landing/lenses/482630.json +++ b/landing/lenses/482630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482680.json b/landing/lenses/482680.json index a16560e62a48dbb029081c5c4852997296162717..f167d6c26e8114f461046efa1cb173def102c41a 100644 --- a/landing/lenses/482680.json +++ b/landing/lenses/482680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -529,10 +529,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-12", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -561,7 +561,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-12", "period": null, "status": "derived", @@ -581,7 +581,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-05-12", "period": null, "status": "observed", @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -690,8 +690,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -715,10 +715,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -733,10 +733,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -787,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482690.json b/landing/lenses/482690.json index 6bdfbfae0f2b9d37789c8447ff7b645e8d7d6b72..820526824511ff45205f0e466321da37b9305205 100644 --- a/landing/lenses/482690.json +++ b/landing/lenses/482690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -666,8 +666,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/483350.json b/landing/lenses/483350.json index 5bbba6cba04d84df3539671b031ff38843ce952b..713a9473b9404984cd31397d44ec9203cfda3df4 100644 --- a/landing/lenses/483350.json +++ b/landing/lenses/483350.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/483650.json b/landing/lenses/483650.json index 407efc13bf08677f8bd143f176a4db6426c1e11a..a71d67cf81c7a69fd7d8c8de82892a6967256ab7 100644 --- a/landing/lenses/483650.json +++ b/landing/lenses/483650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -694,19 +694,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -727,8 +727,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -773,17 +773,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -852,7 +852,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -861,7 +861,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -895,8 +895,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1116,12 +1116,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:36b5bacf4c5d", + "target": "483650", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-20", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-20", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/484120.json b/landing/lenses/484120.json index be554645d4f51481f74f6488b1fbfaa48c93d465..b5486cf506cade7be851cdfa3fc91f6d5fa00d94 100644 --- a/landing/lenses/484120.json +++ b/landing/lenses/484120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484130.json b/landing/lenses/484130.json index de039bb96676f7464d59e5f2f7c39813bdeb5db4..16a91d60cf53b3451d058d48e8097a838269d52f 100644 --- a/landing/lenses/484130.json +++ b/landing/lenses/484130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484590.json b/landing/lenses/484590.json index 98159e69cf326e416a8950fac66b63f04f6c12e7..49cf679ace3a2b50cd4a03c1e59ad17ed1ba73ff 100644 --- a/landing/lenses/484590.json +++ b/landing/lenses/484590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484810.json b/landing/lenses/484810.json index 6f6e51ede8c13a7d8f0d997437537913293aa85a..02e634df4db3e47ba66a9c8957a48c71b8ff21b7 100644 --- a/landing/lenses/484810.json +++ b/landing/lenses/484810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484870.json b/landing/lenses/484870.json index cbbb0be981926d009d768bff0a8db3319651b47e..4151f9ea7c9bb4cdeff8057e2c87676a3bfc2221 100644 --- a/landing/lenses/484870.json +++ b/landing/lenses/484870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/486630.json b/landing/lenses/486630.json index 5cfd8b0a158151cecff2eb96072af64f9bf5c5d0..260c9af0daa507aa821162168f1f62afc5933c4a 100644 --- a/landing/lenses/486630.json +++ b/landing/lenses/486630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -666,8 +666,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/486990.json b/landing/lenses/486990.json index 0dfe7e0518f799e30fac50871bf86a3350c9a493..4bd7b9b4de6339fda1e93bcd75f6d1959ccffe9f 100644 --- a/landing/lenses/486990.json +++ b/landing/lenses/486990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487360.json b/landing/lenses/487360.json index b4954feb6b6b38ee6f0c12e69bad41179ff6ffc3..4a8547270f7f74e787e70469d3725b6672441a44 100644 --- a/landing/lenses/487360.json +++ b/landing/lenses/487360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487400.json b/landing/lenses/487400.json index 18c2f3a6cc1622bc4f2db82b5b80e79cf02bcd70..6299d79f1b191023c761c48393ceb6fcf2f9ce7f 100644 --- a/landing/lenses/487400.json +++ b/landing/lenses/487400.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/487570.json b/landing/lenses/487570.json index 443ad3ed768e5706947c8b9b753fa3725c602855..6141e97847e327814c1b4cc58d614c63e2d5b21d 100644 --- a/landing/lenses/487570.json +++ b/landing/lenses/487570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -727,7 +727,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -782,8 +782,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -895,8 +895,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -911,10 +911,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -929,10 +929,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -943,7 +943,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487580.json b/landing/lenses/487580.json index b4f77ffb5da8dd56bf2d3b9cafcb77e8038c155a..9a4e3202ebb629823fb3b42c45240a2f7582b955 100644 --- a/landing/lenses/487580.json +++ b/landing/lenses/487580.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -552,8 +552,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/487720.json b/landing/lenses/487720.json index 425cee64c898a5d3583f05c3851871f9c8bfd130..8d59d2584694b69487243b3e8138eed4e8e09b26 100644 --- a/landing/lenses/487720.json +++ b/landing/lenses/487720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -666,8 +666,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487830.json b/landing/lenses/487830.json index c175701c5febc8d7e83ac19fe3922d2e9adf68b4..a6664b4eb946f1724153669cd2ea850bc656c25f 100644 --- a/landing/lenses/487830.json +++ b/landing/lenses/487830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -666,8 +666,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/488060.json b/landing/lenses/488060.json index 183b2f5b96889cc8059e9d821af2f00d148990d1..75f019699d18253b596d47bad762014440f0d0a8 100644 --- a/landing/lenses/488060.json +++ b/landing/lenses/488060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/488280.json b/landing/lenses/488280.json index 72c807cfef4a8e07ce15dcb34f6043e6678abc8e..3c99b8b39e18cb2769cbc3bb4747d29611a46b1f 100644 --- a/landing/lenses/488280.json +++ b/landing/lenses/488280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/488900.json b/landing/lenses/488900.json index ea842aab65ef4293e8b7aa4ad30cb430a90ad1b9..9c2b06d57da9ce2d9fa6da6432d8fe013bfc4d6d 100644 --- a/landing/lenses/488900.json +++ b/landing/lenses/488900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -543,7 +543,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -587,7 +587,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -685,8 +685,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -701,10 +701,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -715,7 +715,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489210.json b/landing/lenses/489210.json index 898b1e0bb96056d342cbca3303ffc2a1450b4930..9097cdaafb5ac039cae7b7415750c8895d139a04 100644 --- a/landing/lenses/489210.json +++ b/landing/lenses/489210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -666,8 +666,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489460.json b/landing/lenses/489460.json index ec952d1cfc33ab7f9199d5cf8b0ea1a9e206d016..4746f187faa95d77e394bec127df16a94e4ecf90 100644 --- a/landing/lenses/489460.json +++ b/landing/lenses/489460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -721,10 +721,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489480.json b/landing/lenses/489480.json index d93fd1fe02cb2551ab835a2606c8d2793be276d3..91b5cd11ea0e9865ada99f07129a87f905a822c0 100644 --- a/landing/lenses/489480.json +++ b/landing/lenses/489480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-10", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-09-10", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489500.json b/landing/lenses/489500.json index ed541c119f8f85a0350db1bcdf2f311b84c17c33..2e323adf41d37f282e5b84a485db1edddade65d0 100644 --- a/landing/lenses/489500.json +++ b/landing/lenses/489500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -754,8 +754,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -779,10 +779,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489730.json b/landing/lenses/489730.json index ff957463dd5f6795ab7253187980b65a882906f7..08d39fc67f608aa3c37edb9a20d174194f813337 100644 --- a/landing/lenses/489730.json +++ b/landing/lenses/489730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489790.json b/landing/lenses/489790.json index ea02547e56d48a0047d1ca5c8bbd99ed4150108b..338c9433d5588a37463a3678aa9c14697c5e7b10 100644 --- a/landing/lenses/489790.json +++ b/landing/lenses/489790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -366,7 +366,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -385,7 +385,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -404,7 +404,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -423,7 +423,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -562,7 +562,7 @@ "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -577,14 +577,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -745,7 +745,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -765,8 +765,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -787,8 +787,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -823,7 +823,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -879,10 +879,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -900,8 +900,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -925,10 +925,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -943,10 +943,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -957,7 +957,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -965,7 +965,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -981,7 +981,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1363,7 +1363,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1381,8 +1381,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/490470.json b/landing/lenses/490470.json index 7fac9a2c29a995a87056a4ebbcaa4f20867cbd87..6b27ae2113c270adf5d37b9bf3eb38a254913569 100644 --- a/landing/lenses/490470.json +++ b/landing/lenses/490470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/491000.json b/landing/lenses/491000.json index 74499f6f335a99729735d677e0a6f1ac3bc3201b..52bdc4667863e54a343d6db727738c2005bcf050 100644 --- a/landing/lenses/491000.json +++ b/landing/lenses/491000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/492220.json b/landing/lenses/492220.json index 0c30d6a90bc1b333899d71735a92bfbc9c7aebc1..a43ae26166d318df0f12e208e9b1f118fbec9b40 100644 --- a/landing/lenses/492220.json +++ b/landing/lenses/492220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -682,8 +682,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/493280.json b/landing/lenses/493280.json index 0131756d967d3eb3850e5138a51306ceef1c0353..30dd9326434c30c51b18e507a92dd95dc46bc2ee 100644 --- a/landing/lenses/493280.json +++ b/landing/lenses/493280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -671,8 +671,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/493330.json b/landing/lenses/493330.json index 0adf455bdf8daa1d5338e9b5cc1bce9dbe60b559..5a3fbe5924de0c61cab136ad6c5ea82e20ec9255 100644 --- a/landing/lenses/493330.json +++ b/landing/lenses/493330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -687,8 +687,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/493790.json b/landing/lenses/493790.json index 4e193a224031d672a31fa8446189bf3819ecebb3..79853ff97639953a855f8d1991db2b14afbc7991 100644 --- a/landing/lenses/493790.json +++ b/landing/lenses/493790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -666,8 +666,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/494120.json b/landing/lenses/494120.json index 3c83cb89477574776db997bbdf69e9a01ebe7e93..cb013ac630b1f6e6a51a404d7b305531bedfbbf5 100644 --- a/landing/lenses/494120.json +++ b/landing/lenses/494120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -629,8 +629,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -738,8 +738,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/496070.json b/landing/lenses/496070.json index a388f405e0fd5e9a2d44f5d562c97a3936cf0d39..0e6165eceee5a41483c37ebffff9eec70a49a24e 100644 --- a/landing/lenses/496070.json +++ b/landing/lenses/496070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -666,8 +666,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/498390.json b/landing/lenses/498390.json index 1cd52d9aeeb0d785c37097e9162f11e7306ae5e7..873cf862e1c6575889c911dcdf44f560b9cca013 100644 --- a/landing/lenses/498390.json +++ b/landing/lenses/498390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-27", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-27", "period": null, "status": "derived", @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-07-27", "period": null, "status": "observed", @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -666,8 +666,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/499790.json b/landing/lenses/499790.json index 06ff2d7a6b2caa74c1101985491f0e0034d5402d..0b14cc938ae7f5cb632c8a6a77066cb7789c8de8 100644 --- a/landing/lenses/499790.json +++ b/landing/lenses/499790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -754,8 +754,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -770,10 +770,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -788,10 +788,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -818,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -834,7 +834,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900070.json b/landing/lenses/900070.json index a34e240488ba96e127fb8ce4bc84961042e91f25..9aa22f9c2eb49d5ffd7e25cedb52a20058182e94 100644 --- a/landing/lenses/900070.json +++ b/landing/lenses/900070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1104,8 +1104,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900100.json b/landing/lenses/900100.json index 5b99d638e2e532f239711ab40436e6aab4d9b377..63acdda854f0d218ea3a0399569b3879fa258ddc 100644 --- a/landing/lenses/900100.json +++ b/landing/lenses/900100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -978,19 +978,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1011,8 +1011,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,17 +1057,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1136,7 +1136,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1145,7 +1145,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1179,8 +1179,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1213,10 +1213,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900110.json b/landing/lenses/900110.json index 5fd64bf3c12ae3c3a5f4485c7c7fcd825040a0de..e54d59fb93fa1530af3289011ddc98c8321fd9a1 100644 --- a/landing/lenses/900110.json +++ b/landing/lenses/900110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -914,19 +914,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-08-25", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-08-25", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -985,17 +985,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-08-25", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1005,7 +1005,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-25", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1056,13 +1056,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1071,7 +1071,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1105,8 +1105,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900120.json b/landing/lenses/900120.json index bd2fe3addad060151ebdcd6dbc96b18e4a877e4b..72a85e494cce1cf66b77d19d78ce4cb7cbc245f0 100644 --- a/landing/lenses/900120.json +++ b/landing/lenses/900120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2021", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -757,14 +757,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -884,10 +884,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-24", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -923,7 +923,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -943,7 +943,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-24", "period": "2024", "status": "derived", @@ -964,7 +964,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2026-08-24", "period": "2024", "status": "observed", @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1075,8 +1075,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900140.json b/landing/lenses/900140.json index 59a703a1a417762a418efd7f4edfe4df8c704cb6..dc886f21514b3a2e67fb59137b8800b253e42611 100644 --- a/landing/lenses/900140.json +++ b/landing/lenses/900140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1254,8 +1254,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900250.json b/landing/lenses/900250.json index 69d846cda1f472f4ccecc9f60ccea0815b94cf84..b975fd4c065c7e3b4fd8dbd6a43e0d45d555546d 100644 --- a/landing/lenses/900250.json +++ b/landing/lenses/900250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -913,19 +913,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -939,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -984,17 +984,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1104,8 +1104,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900260.json b/landing/lenses/900260.json index 26350532e8509ba53d23d00c9e048aae442cdaf6..aa12c0f4d628b8874dfe9f0ce7333c107250c6a2 100644 --- a/landing/lenses/900260.json +++ b/landing/lenses/900260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -929,8 +929,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -942,7 +942,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -962,8 +962,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,17 +974,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -994,7 +994,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1011,7 +1011,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1045,13 +1045,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900270.json b/landing/lenses/900270.json index 953e1b8173d4e08d3cc95c6477df6e900d1a220d..da1f72c9449cefebcd49485d5d38ebf28026a9f3 100644 --- a/landing/lenses/900270.json +++ b/landing/lenses/900270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -904,19 +904,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -930,8 +930,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -943,7 +943,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -963,8 +963,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -975,17 +975,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -995,7 +995,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1012,7 +1012,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1052,7 +1052,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1061,7 +1061,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900290.json b/landing/lenses/900290.json index 8155001a5cdb161381d15deba67cb527aa585aa6..0f2b918c924db7f9055699b0fe9bf45283a53782 100644 --- a/landing/lenses/900290.json +++ b/landing/lenses/900290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -64,10 +64,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -147,7 +147,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -191,7 +191,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023Q4", "status": "derived", @@ -212,7 +212,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -256,7 +256,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -277,7 +277,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -321,7 +321,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -342,7 +342,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -386,7 +386,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -672,13 +672,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1124,10 +1124,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1145,8 +1145,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900300.json b/landing/lenses/900300.json index bbab507378e9fb8f8f758c87fe17f397405b293c..e54d7e495775772db918adbf9e8a788265256705 100644 --- a/landing/lenses/900300.json +++ b/landing/lenses/900300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -541,13 +541,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -862,7 +862,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -882,8 +882,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -903,8 +903,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -993,10 +993,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1014,8 +1014,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1035,7 +1035,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1043,7 +1043,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900310.json b/landing/lenses/900310.json index 8fb75babb9c4ee53404b6b0bbf42565a11050f77..533f571ede00c66017b347d0d0c8411985412412 100644 --- a/landing/lenses/900310.json +++ b/landing/lenses/900310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2022", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -920,8 +920,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -933,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -965,17 +965,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -985,7 +985,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1042,7 +1042,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1051,7 +1051,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900340.json b/landing/lenses/900340.json index 9f46f6d46911e6e3452bdab9859fd7e43183ecfb..0a9dfcb7e9c6a97ac16ad65866eb696dc8fcd8dd 100644 --- a/landing/lenses/900340.json +++ b/landing/lenses/900340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -677,14 +677,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -804,19 +804,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -830,8 +830,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -843,7 +843,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -863,8 +863,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -875,17 +875,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -895,7 +895,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -912,7 +912,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -952,7 +952,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -961,7 +961,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -995,8 +995,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1016,7 +1016,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1024,7 +1024,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950110.json b/landing/lenses/950110.json index acd590e9b6ce9067b02b029065f847daeda8788c..a3c73c88bd948d808f9c7ac36f04ae98f7989e6e 100644 --- a/landing/lenses/950110.json +++ b/landing/lenses/950110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1212,8 +1212,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950130.json b/landing/lenses/950130.json index 0d0300a12e11b699081927558f77dc1f572a4e8d..1d4c70fda02271c304c12f4db9e7f89c5460dde2 100644 --- a/landing/lenses/950130.json +++ b/landing/lenses/950130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1253,8 +1253,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3e027cdb998a", - "target": "950130", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-13", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-13", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.628 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/950140.json b/landing/lenses/950140.json index 862cdce04f32f7edf1119616ee62695464cca4df..60c7599d85765ffa2ffb1f78054e148aa740e6d0 100644 --- a/landing/lenses/950140.json +++ b/landing/lenses/950140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1257,8 +1257,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/950160.json b/landing/lenses/950160.json index b0bc0ff0676eef929b63c4935164d92791522aab..791766ff62bb2a3307b830e619df02b00165121a 100644 --- a/landing/lenses/950160.json +++ b/landing/lenses/950160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2023", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -918,8 +918,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -938,8 +938,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -958,7 +958,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1026,10 +1026,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1047,8 +1047,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1068,7 +1068,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1076,7 +1076,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950190.json b/landing/lenses/950190.json index fd7a0d689973f5b7685526a2fbd6b7fbd31aa19f..dc4b61fd972d0bf5167135ae3c72fdca0a3ec823 100644 --- a/landing/lenses/950190.json +++ b/landing/lenses/950190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1201,8 +1201,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1410,7 +1410,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1432,7 +1432,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1450,8 +1450,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/950200.json b/landing/lenses/950200.json index 6b8c0086812c828ca5f5dfa59038bbb37731d061..c438f8cf9f58f9fa9c2027a8c216ac6603bae275 100644 --- a/landing/lenses/950200.json +++ b/landing/lenses/950200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1136,8 +1136,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950210.json b/landing/lenses/950210.json index 9f2365452004747d8f6998f5ef9ea551e45fe9de..6a72c688396c4c71b28f946960c86f0bab5f58e6 100644 --- a/landing/lenses/950210.json +++ b/landing/lenses/950210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -133,7 +133,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -178,7 +178,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2024", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -697,7 +697,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -712,14 +712,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -839,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -858,8 +858,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -871,8 +871,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -889,10 +889,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -902,7 +902,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -911,7 +911,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1000,8 +1000,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1021,7 +1021,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950220.json b/landing/lenses/950220.json index a715d190fde55812e360f680b23f796f6098b50a..bf5bc0298425f651c42efb41bebb0a97af2be86c 100644 --- a/landing/lenses/950220.json +++ b/landing/lenses/950220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -910,8 +910,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -938,7 +938,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-10", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-17", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "usable", "conclusion": { @@ -1021,8 +1021,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1042,7 +1042,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1050,7 +1050,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950260.json b/landing/lenses/950260.json index c376ccd273ceeb738720ef8f373f97dc695ea9e6..3d1ac8f21a517912ebd5d6398f51a1c9c4120498 100644 --- a/landing/lenses/950260.json +++ b/landing/lenses/950260.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", + "asOf": "2026-09-20", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-13" + "retrievedAt": "2026-09-20" }, "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-13", - "dataAsOf": "2026-09-11", + "asOf": "2026-09-20", + "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-13" + "knowledgeBoundary": "2026-09-20" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -475,8 +475,8 @@ "label": "미국 HY 스프레드", "value": 2.7, "unit": "%p", - "signal": "falling", - "change": -0.009999999999999787, + "signal": "flat", + "change": 0.0, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 97.26, + "value": 107.02, "unit": "$", "signal": "rising", - "change": 3.0500000000000114, + "change": 4.599999999999994, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1345.9, + "value": 1383.3, "unit": "원", "signal": "rising", - "change": 6.7000000000000455, + "change": 1.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-10", + "observedAt": "2026-09-17", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-09", + "observedAt": "2026-09-15", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-11", + "observedAt": "2026-09-18", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/index.json b/landing/lenses/index.json index 380cac61015b32989a8489591e88a1e7dc2480cc..579fbdd063b0c17f59b09c66929eb3722fae6556 100644 --- a/landing/lenses/index.json +++ b/landing/lenses/index.json @@ -12649,182 +12649,182 @@ }, { "target": "053160", - "productCount": 3, + "productCount": 5, "path": "053160.json" }, { "target": "054340", - "productCount": 3, + "productCount": 5, "path": "054340.json" }, { "target": "057680", - "productCount": 3, + "productCount": 5, "path": "057680.json" }, { "target": "060230", - "productCount": 3, + "productCount": 5, "path": "060230.json" }, { "target": "062860", - "productCount": 3, + "productCount": 5, "path": "062860.json" }, { "target": "065130", - "productCount": 4, + "productCount": 5, "path": "065130.json" }, { "target": "066360", - "productCount": 3, + "productCount": 5, "path": "066360.json" }, { "target": "067570", - "productCount": 3, + "productCount": 5, "path": "067570.json" }, { "target": "069260", - "productCount": 3, + "productCount": 5, "path": "069260.json" }, { "target": "071950", - "productCount": 3, + "productCount": 5, "path": "071950.json" }, { "target": "075180", - "productCount": 3, + "productCount": 5, "path": "075180.json" }, { "target": "079160", - "productCount": 3, + "productCount": 5, "path": "079160.json" }, { "target": "081150", - "productCount": 3, + "productCount": 5, "path": "081150.json" }, { "target": "084010", - "productCount": 3, + "productCount": 5, "path": "084010.json" }, { "target": "086450", - "productCount": 3, + "productCount": 5, "path": "086450.json" }, { "target": "089010", - "productCount": 3, + "productCount": 5, "path": "089010.json" }, { "target": "090710", - "productCount": 3, + "productCount": 5, "path": "090710.json" }, { "target": "092780", - "productCount": 3, + "productCount": 5, "path": "092780.json" }, { "target": "095190", - "productCount": 3, + "productCount": 5, "path": "095190.json" }, { "target": "097780", - "productCount": 3, + "productCount": 5, "path": "097780.json" }, { "target": "100660", - "productCount": 3, + "productCount": 5, "path": "100660.json" }, { "target": "102370", - "productCount": 3, + "productCount": 5, "path": "102370.json" }, { "target": "105840", - "productCount": 3, + "productCount": 5, "path": "105840.json" }, { "target": "110990", - "productCount": 3, + "productCount": 5, "path": "110990.json" }, { "target": "115480", - "productCount": 3, + "productCount": 5, "path": "115480.json" }, { "target": "122350", - "productCount": 3, + "productCount": 5, "path": "122350.json" }, { "target": "125490", - "productCount": 4, + "productCount": 5, "path": "125490.json" }, { "target": "131030", - "productCount": 3, + "productCount": 5, "path": "131030.json" }, { "target": "137080", - "productCount": 3, + "productCount": 5, "path": "137080.json" }, { "target": "141000", - "productCount": 3, + "productCount": 5, "path": "141000.json" }, { "target": "148780", - "productCount": 3, + "productCount": 5, "path": "148780.json" }, { "target": "160600", - "productCount": 4, + "productCount": 5, "path": "160600.json" }, { "target": "173130", - "productCount": 3, + "productCount": 5, "path": "173130.json" }, { "target": "183190", - "productCount": 3, + "productCount": 5, "path": "183190.json" }, { "target": "191410", - "productCount": 3, + "productCount": 5, "path": "191410.json" }, { "target": "196300", - "productCount": 3, + "productCount": 5, "path": "196300.json" }, {